jamiejames Posted June 8, 2011 Share Posted June 8, 2011 Hi does anyone know how to process a refund on express accounts without having to delete the invoice and payment thanks James Link to comment Share on other sites More sharing options...
Brad132 Posted June 8, 2011 Share Posted June 8, 2011 James I'll take try at your question and it is a good one. Perhaps setup an account in the Accounts tab and call it Refunds--enter as an expense ? for the category/classification. I would use the customer # or transaction # or invoice # to create a paper trail showing that a Refund payment was made to the customer #_________. Editing the invoice could be an option ? Write a check to the customer using the invoice # customer # etc in the check memo field or setup a separate checking/bank account just for refunds and be sure to tie each refund to a customer name / transaction # / invoice # --- this way would give you a quick look at your refunds. Sorry I don't have a better answer for you. BradUSA My Site Link to comment Share on other sites More sharing options...
GrahamW Posted July 2, 2011 Share Posted July 2, 2011 you can always just click on the menu item called sales then create new credit note. To see the menu make sure you click the little down arrow to the left of the help icon in the top right hand corner. Graham Link to comment Share on other sites More sharing options...
ChrisM Posted September 6, 2011 Share Posted September 6, 2011 I just tried this and it worked Goto view - Invoices - double click the invoice you want to refund on and enter a new item but make the value a negative value of whatever it is you are refunding. This way you can also refund amounts of parts of the invoice and have a clear record of it. Just one way to do it. Regards, Chris Link to comment Share on other sites More sharing options...
silvacourses Posted January 1, 2014 Share Posted January 1, 2014 Thanks Guys, that is a big help. Ed Link to comment Share on other sites More sharing options...
BeckyLatham Posted May 23, 2014 Share Posted May 23, 2014 GrahamW when I go into my Sales menu, I don't have an option to raise a credit note Link to comment Share on other sites More sharing options...
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