Hi guys,

A customer pre paid me, after a week I needed to refund them - both transactions were processed through the banking module, unfortunately I cannot allocate my refund to their payment as both transactions are on the same side of the split screen in the customer allocation module .  Does anyone know how to do this or have any suggestions.

  • Good,

    You can allocate the payment as well as the refund to any older invoice. This will not have an effect on the invoice as these should cancel one another.
    Go to Customers>transactions>allocate receipts.
    Select a customer in question
    Untick the "show outstanding only" check box and click on the Refresh tab.

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