Hi Mark
We have a situation where we have been fully paid by a customer for his mothers funeral, it was paid by him personally and not from his mothers bank account, so we gave him a refund, it was then repayed to us at a later date from his mothers account. can you please tell us how we enter the refund to him and then the repayment, the original amount paid was set against the original invoice. hope that makes sense.
regards
Andrew
Hi Andrew,
OK here's how I recommend you handle that situation:
Create a new invoice with total amount 0.00
Edit the existing payment transaction, tick 'Show paid invoices' then
change the payment to be allocated to the new invoice instead of the old one
In the Invoices list the new invoice should be pink to indicate it has
been 'overpaid'. Right-click on it and select 'Pay Refund' and record the
details of the refund payment to your customer.
Record the payment from the mother's bank account as another invoice
payment, allocated to the old invoice
