How do I apply a credit to a refund cheque?

Legacy KB ID: 2857

Question

A customer invoice has been paid. The customer then returns the goods and wants a refund. I enter the Adjustment note and the refund cheque. How do I apply the credit to the refund cheque?

Answer

Find the Invoice Payment transaction in the Invoice Register.

1. Click on the Form button on that transaction.
2. In the middle of the window there should be an amount of existing credits, and the refund cheque will be in the Outstanding Invoices box at the bottom.
3. Tick the Apply Existing Credits box in the middle of the window.
4. Then click the Enter button.

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