Question asked by Janet Stevenson 10 years ago
Does anyone know how to enter a refund from a supplier so that I can get the over payment off of the Sales Ledger (only way I could find to enter the banking) and Purchase ledger (supplier gave us a credit after we had paid them and we arent using them again)
Hi Janet,
Here are two guides on creating refunds on Clear Books.
Please follow the steps in this guide to see how you receive a refund from a supplier; https://www.clearbooks.co.uk/support/guides/money-2/mangemoney/receiving-a-refund/
This guide will show you how to create a refund for a customer: https://www.clearbooks.co.uk/support/guides/money-2/paying-a-refund/
I hope these help.
Chris
Best answerHi Chris, both of links are broken.
Hi Hugh,
Things have moved on from three years ago!
These guides are still in our Help guides section under the same names- just different web addresses:
Supplier https://www.clearbooks.co.uk/support/guides/manage-money/new-navigation-supplier-refund/
Customer https://www.clearbooks.co.uk/support/guides/manage-money/new-navigation-refund-customer/
These links don't work!
Hi Stephen,
We have updated our help guide links again, for refunding customer overpayments, please see: https://support.clearbooks.co.uk/a/solutions/articles/33000203040
Tommy
You must 