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.

Edit Payment

  • Clear the amount by clicking Clear Applied Amount.
  • Click Save to proceed.

The amount will be recorded as excess payment.

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