If you need to issue a refund to a customer (for example, if a customer has overpaid for something) you will need to record this in your accounts, as money is actually changing hands and it will show on your bank statement. (Note: You can only issue a credit note if something has been invoiced incorrectly and no payment has been made)
To issue a partial refund, tick the Select box next to the desired transaction. Delete the full amount in the To Allocate field and type in the amount to be refunded.
Follow steps 4-6 above.
To read our help document click here or if you need more advice you can ring us on 0845 450 7304.