Return Inventory for a Refund on Credit Card

After extensive searching through the guides, I feel this should be simple to do but I’m still struggling.

We purchased inventory in June and returned it in November. I made a debit note and linked it to the correct invoice, which corrected the inventory count. To account for the money movement, I made a Receipt for the amount, receiving it in the credit card account. Therefore, the bank reconciliations for each month still tied out correctly to the credit card statements.

However, my Purchase Invoice tab shows that I overpaid the June purchase invoice by the amount the inventory is worth. I cannot figure out a way to link the receipt to the invoice. Should I use a journal entry instead of a receipt? How do I do this without throwing off my bank reconciliations?

Thank you!

Hello @melindaschaefer,

Is this Receipt linked to the Purchase Invoice?

How do link the receipt to the purchase invoice? The only options under “Received in” are my bank accounts, not “Accounts Payable”.

Ok, I updated my software and found how to link it to the invoice. Problem solved. Thank you!

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