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3 Respuestas

Paresh W India

--Paresh W--

| 4 2 4
Navi Mumbai, India
--Paresh W--
Paresh W India
11/7/19 23:00

Hi Judith:

If you open the paid Invoice, there is a "Add Credit Note" button that allows you to do this.

Regarding your follow up question:

I'm assuming you have successfully created the Credit Note. You can then do the following to process a refund payment back to the customer:

  1. Go to Accounting > Customers > Payments and enter the details of the refund payment and save it.

  2. Click on the "Payment Matching" button at the top right of the screen. This will open the reconciliation screen. Click the + sign next to the customer's original payment and the refund payment you just made to match them. Click on reconcile.

  3. You can then go into Accounting > Reporting > Partner Ledger to look up the details of the customer to ensure that the transactions are accurately reflected in their ledger.

Hope that answers your question.


Thanks for your response I did that and do i have to register payment on the credit note. Then how do i match it to the invoice i had done.

Thank you

5 Comentarios
Paresh W India
12/7/19 8:57

Hi Judith: I've added some more information to my earlier post that hopefully answers your question.

Judith Saungweme Zimbabwe
12/7/19 9:03
Thank you soo much yes i have been answered. These are the steps i was asking.

On Fri, Jul 12, 2019 at 2:58 PM Paresh W <pawa2007@outlook.com> wrote:

Hi Judith: I've added some more information to my earlier post that hopefully answers your question.

Sent by Odoo S.A. using Odoo.

Judith Saungweme
Paresh W India
13/7/19 10:23

Great. Please mark the question as resolved.

Judith Saungweme Zimbabwe
13/7/19 12:31

Where do I that Paresh

Paresh W India
16/7/19 8:50

Click on the check mark next to the answer to mark it as resolved.

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