Refund a simplified invoice
Record the money you give back on the simplified rectifying invoice, from its row in the invoices list, and check its direction in Treasury.
Recording a refund needs the «Treasury» permission in edit mode.
Issuing the rectifying invoice needs the «Sales» permission in edit mode.
The two returned rolls of gaffer tape are credited, and now the camera operator wants their money back. A records the credit, but no money moves until you record the refund.
Before you start
Issue the simplified rectifying invoice first. See Create a simplified rectifying invoice.
Record refunds from the invoices list
On the rectifying invoice's page, «Add payment» records the refund as money coming in, not going out. Record refunds from the «Invoices» list, as below, and check the direction of the movement in Treasury.
Record the refund
- Open the list Go to «Sales» → «Invoices».
- Find the rectifying invoice Look for its row; the type column shows what each row is.
- Add the refund Click the payment status in its row and add the payment: the amount you returned, as a positive number, the date, the method and the treasury account.
- Check it in Treasury Make sure the movement is recorded as money going out.
What changes
- The refund is assigned to the rectifying invoice and appears in its «Payments» card.
- The rectifying invoice has no payment status of its own: it only adds up what was refunded.
- The original simplified invoice's doesn't change. It still shows what was collected.
Good to know
- Voiding a simplified invoice never refunds money. If you void a sale that was paid, record the money you return separately in Treasury.
- The amount is always entered as positive. The type of document sets the direction.
Frequently asked questions
The refund needs a document to be assigned to. To refund part or all of a sale, issue the rectifying invoice first, then record the refund on it.