I accidentally overcharged a customer for inventory items sold (I didn’t apply his trade discount correctly to the invoice :pensive:) and need to issue a partial refund. What is the best way of accounting for this in Manager?

Thanks for the reply. I invoiced the customer for 6 items at a total of $210 but should have billed him only $171.60 (with a trade discount). So, I need to give him a cash refund of $38.40. I think I’m getting confused with this section of the guide to Credit Notes: “If a customer is to receive a …

Yes, but don’t enter any quantity figure as that doesn’t need adjusting

@Qwerty , remember that the credit note only adjusts what the customer owes you, in this case to the point where you owe the customer. The actual cash refund is done from Cash Accounts tab, using Spend money. Allocate that transaction to Accounts receivable => Customer, but leave the invoice number b…

Refund an overbilled customer?

Zark November 1, 2016, 5:25am 2

Credit note?

https://forum.manager.io/t/credit-notes-for-customer-returns-and-refunds/7425

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Refund an overbilled customer?

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