Refunding a Sales Credit

If a customer has a Sales Credit that they don’t need to use against another invoice, for example because the invoice it relates to has already been paid, you can pay the money back to them with a refund. You can refund all or part of the credit.

Refund a Sales Credit

1. Open the posted Sales Credit and click Refund.
2. In the Create Refund window⁽¹⁾, enter the Date of the refund and the Amount (it defaults to the balance outstanding), and choose the Bank Account the money is paid from. Change the Currency Exchange Rate if needed, and add a Payment Reference.
3. Click Pay⁽²⁾ to record the refund.

Aedon creates a Sales Refund and reduces the Sales Credit’s balance outstanding. You can see it on the Sales Credit’s Refunds & Audit History tab. When the refund leaves your bank, reconcile it on the bank account’s Reconcile tab.

The refund must be paid from a bank account in the same currency as the Sales Credit.

Related articles

• Sales Credit
• Sales Refund