How do I record a refund for the advance payment I received from a customer?

To record a refund for the advance payments received from a customer:

  • Go to the Sales tab on the left sidebar and select Customers.

  • Select the customer for whom you want to record a refund.

  • On the customer details page, click the Unused Credits. A pop-up will appear with the list of unused credits.

    Unused Credits
  • Click Excess Payment, and you will be taken to its payment receipt.

    Excess Payments
  • Click the More icon and select Refund.

  • Verify the details, enter a reference number and a description, if required, and click Save.

The refund for the advance payment made by your customer will be recorded.

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