Refunding Incorrect Payment (no existing sale/invoice)
A customer from years ago recently paid us by accident. How would I go about recording the credit and refund when there was no sale/invoice in the first place? Would I have to just make an invoice detailing the random payment and then go about refunding same as any other transaction?
Cheers.
Hi NewlandPC
If the customer is an older customer you would be looking at following the below process:
- If the customer's card is no longer active:
- Go to the Card File>>Cards Lists>>Customers>>Enable Show Inactive
- Navigate to the desired card
- De-select Inactive Card
- Once the card is active, go to Sales>>Receive Payments
- Select Include Closed Sales
- Choose the Customer and enter the relevant payment against one of their closed invoices.
The above process will create a credit note, which can be seen and actioned through the Sales>>Sales Register>>Returns and Credits and Pay Refund if necessary.
Note: If you don't wish to record the payment against a previous invoice, a new zero dollar invoice (Sales>>Enter Sales>>Select the Customer>>Record) could be used in its place.
- If the customer's card is no longer active:
