🟦 How to Refund an Overpayment to the Customer
Find the Invoice:
Go to Sales > Invoices.
Select the correct invoice and open it by clicking the eye icon.Go to Payments Tab:
Navigate to the Payments tab of the invoice.
Initiate Refund:
Click "Refund to customer...".
Enter Refund Details:
Provide the following:
IBAN or bank account number
Recipient’s name
Payment date
Refund amount
Click OK to proceed.
System Processing:
A payment entry with the label "Refunded to customer" is created.
An associated purchase invoice is generated for executing the refund.
Approve and Pay the Purchase Invoice:
Go to the Accounts Payable section.
Approve the created purchase invoice and proceed to pay it.Optional: Send Refund Document:
You can send the PDF of the purchase invoice to the customer as confirmation of the refund.