How do I record a refund for the advance payment I received from a customer?

To record a refund for the advance payments received from a customer:

• Go to the Sales tab on the left sidebar and select Customers.

• Select the customer for whom you want to record a refund.

• On the customer details page, click the Unused Credits. A pop-up will appear with the list of unused credits.

  

• Click Excess Payment, and you will be taken to its payment receipt.

  

• Click the More icon and select Refund.

  

• Verify the details, enter a reference number and a description, if required, and click Save.

The refund for the advance payment made by your customer will be recorded.