How do I post a refund against a credit note in a customer account?

Question asked by Charline Hurst 8 years ago

Thanks

2 Replies

Hi Charline - if you can't (or don't want to) delete the credit note, say if it's on a VAT return, then create a dummy bill to set the credit note against then, as Aran says, process the payment as a refund to the same account as the dummy bill.

Hi Charline,

That can't be done because they are similar things- this is a system limitation. You should void the credit note and raise a refund in its place. Since it sounds like you have an existing invoice, you should just keep that.

Hi Charline - if you can't (or don't want to) delete the credit note, say if it's on a VAT return, then create a dummy bill to set the credit note against then, as Aran says, process the payment as a refund to the same account as the dummy bill.

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