Make a cash refund on a supplier credit note

You can record full or part cash refunds on supplier credit notes that have an Awaiting Payment status. This creates a payment transaction to reconcile in the refund bank account.

  1. In the Accounts menu, select Purchases.

  2. Click Awaiting Payment.

  3. Open the credit note Credit note you wish to refund.

    Credit note icon in Awaiting Payment list.

  4. Scroll down to Receive a cash refund and complete the payment fields.
  5. Click Add Refund.

The status of the credit note will change to Paid if fully refunded. If partially refunded, it remains Awaiting Payment.