How do I record a refund for the advance payment I received from a customer?
To refund the advance payments received from a customer:
- Go to the Customers module under Sales in the left sidebar.
- Select the customer for whom you want to record a refund.
- In the customer details page, click the amount next to Unused Credits.
- In the pop-up that appears, click Excess Payment.
- You will be taken to the payment receipt of the excess payment recorded.
- Under the More dropdown, click Refund.
- Verify the details, enter a reference number and a description, if required, and click Save.