Refunding a Sales Credit

Allocating a Sales Credit is essentially the same as paying a Sales Invoice, usually used in instances where work or goods have been cancelled or items have been taken off an invoice.

Step-by-Step Process

1. From the Sales Menu, select the Credits Sub-Menu, and then select the required Sales Credit.
2. Scroll to the bottom of the page to the Receive a Payment section.
3. Enter the details of the payment:
   1. The Amount.
   2. The Date.
   3. Which Bank Nominal Code it is being Paid To.
   4. Optionally you can add a reference.
   5. The Exchange Rate is set to the Source Currency of the Bank Nominal Code selected.
4. Click Add Payment.

Click on the Payment History in the Status Section to see all the details on the Payment you have made.