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AdamKotek's avatar
AdamKotek
Contributing Cover User
2 years ago

How to create a debtors credit note and make payment refund to customer

Hi,   I have a customer whose account is no longer active and I need to do a refund to them for an overpayment.   I tried to do a credit note but it will not let me do a payment against a credit ...
  • Genreve_S's avatar
    Genreve_S
    2 years ago

    Hi AdamKotek, 

     

    Thanks for posting your concern in the forum. 

     

    I understand there are instances when we need to create a refund for a customer. In my understanding, if the customer overpaid and you recorded it exactly how they paid it, this would result in a Customer Return entry (credit note). You could refund this by accessing the Sales > Customer returns window. 

     

    I would recommend reading through this article, Customer Returns, Credits, and Refunds. This article has multiple hyperlinks for all the parts of the process.

     

    Let us know if you require any further assistance.

     

    Thanks,

    Genreve

     

Genreve_S's avatar
Genreve_S
MYOB Moderator
2 years ago

Hi AdamKotek, 

 

Thanks for posting your concern in the forum. 

 

I understand there are instances when we need to create a refund for a customer. In my understanding, if the customer overpaid and you recorded it exactly how they paid it, this would result in a Customer Return entry (credit note). You could refund this by accessing the Sales > Customer returns window. 

 

I would recommend reading through this article, Customer Returns, Credits, and Refunds. This article has multiple hyperlinks for all the parts of the process.

 

Let us know if you require any further assistance.

 

Thanks,

Genreve

 

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