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Write off, refunds, returns wizard

This step by step guide helps you to process write offs, refunds and returns quickly and correctly.You can use this wizard to process refund transactions, handle cheque returns or write off transactions and accounts.

CIS only: If you are using the CIS module, Invoice refunds, cheque returns or refund credit notes must be processed manually.

To write off, refund or return transactions or accounts

Modules > choose Customers or Suppliers as required > Tasks pane > choose Customer Write Offs/Refunds or Supplier Write Offs/Refunds.
Select the type of amendment you want to make from the list.
Depending on the amendment you select, either:
- Select Account - Choose the account you want to affect.
- Enter value - Enter an amount for small overpayments or transactions below a certain value.
To continue, click Next.
Select the transactions that you want to affect > if you are processing a refund, select the bank account you want to use > Next.
Enter the required date > if required enter a reference > Next.

Tip: This reference appears in the Ex. ref box.
Check the details are correct > Post.

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