How do I record a refund I receive for a paid bill?

To record a refund for a paid bill:

  • Go to Purchases on the left sidebar, and select Bills.
  • Select the bill for which you want to record a refund for.
  • In the Details page, select the Payments Made tab, and click the Delete icon for the payment recorded.
  • In the following pop-ups click Delete and Yes I’m Sure to confirm the deletion of the payment.
  • Now, in the Details page, click the More icon dropdown and select Create Vendor Credits.
  • In the pop-up, click Proceed.
  • In the New Vendor Credits page, enter the necessary details and click Save.

Now, the vendor credits created for the paid bill will be considered as a refund.

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