- Only Unallocated Prepayments or Receipts can be refunded
- If not already unallocated, right-click on either the Invoice or the Prepayment or Receipt and select Unallocate the Prepayment or Receipt
- Right-click on the unallocated Prepayment or Receipt and select Refund
- Enter relevant detail to include the amount to be refunded
- If not refunding the full amount, ensure you reallocate the balance
- Refunds can be Reversed
- Refunds are not exported to the Accounting App