My customer paid an invoice today. However, they intended to pay on a later date. I’ve issued a refund from my bank. How can I record this in Zoho Books without deleting the invoice?
To record a refund for an invoice without deleting it:
- Go to Sales and select Invoices.
- Select the invoice for which you want to record the refund.
- Click the Payments Received tab from the top of the invoice and click the edit icon.
- Clear the amount by clicking Clear Applied Amount.
- Click Save to proceed.
The amount will be recorded as excess payment.