You can refund all or part of an invoice payment as follows:
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Unallocate the receipt. See How to Fix receipting Errors for details.
Create a credit note against the invoice. See How to Create a Credit Note for details.
At this stage, the account balance in Billdozer will be in credit and a bank refund will be performed. Once the bank refund has been completed, continue with step 3 below.
Create an adjustment and allocate it against an unallocated receipt. See How to Create a CR Adjustment for details.
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Processing a refund – typical example
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