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.
Unused amount of the customer
  • In the pop-up that appears, click Excess Payment.
Go to the excess payment form
  • You will be taken to the payment receipt of the excess payment recorded.
  • Under the More dropdown, click Refund.
Record refund
  • Verify the details, enter a reference number and a description, if required, and click Save.
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