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Post Info TOPIC: A refund for paid invoice
Ginta


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A refund for paid invoice
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Hello Everyone,

I credited the invoice that had already been paid. How can I refund the customer in Sage and allocate this payment against his next invoice? Is it correct to go to Customer Writte Off/Refunds and choose the invoice I want to refund? Shall I put in additional reference section the new invoice number that the payment is going to be allocated too? And how can I issue him a refund  note ? confuse

Many thanks.

Ginta



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Count1314


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Posts: 236
Date:
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Hi Ginta

 

Doesn't sound like a refund if you aren't paying back the money???

Just leave it as it is....there should be a credit on the account which you can tidy up later when there are more invoices to be paid.

Rather than a refund note, you can always send a statement showing this credit balance?



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Ginta


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Posts: 27
Date:
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Thank you for your answer I think you are right. In customer activity report is shown that the invoice is paid and I credited it as I put a wrong product code but the reissued-correct invoice is for the same value. So on the other hand it balances. I think I should customer explain the situation as it may cause some confusion....

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