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Glad to have you here today, King. I'll show you how to apply the refund transaction to the payment amount sitting as a credit on your account.
As an initial step, you need to open the refund transaction and update the account under Category to Accounts Receivable to close the pending or unapplied payment.
- Sign in to your account.
- Click on Sales on the left pane.
- Tap on the Customer menu.
- Select the name, then go to the Transaction List.
- Locate the refund entry, then update the account to Accounts Receivable.
- Hit on Save and Close.
After that, use the Receive Payment feature to link the two transactions.
- Go to the +New icon.
- Click on Receive Payment.
- Choose the refund entry and the available credits under the Outstanding Transactions and Credits sections.
- Click on Save and Close.
For more hints while handling customer refunds and payments, you can open these articles:
Aside from that, you can get more tips while working with your sales and other customer transactions in the future: Topics about your company's income and customers.
If you have follow-up questions while applying the refund and the payment entries, let me know by leaving a comment below. I'm more than happy to help you again. Keep safe!
If you have follow-up questions while applying the refund and the payment entries, let me know by leaving a comment below. I'm more than happy to help you again. Keep safe!