Enter Refund directly from Credit Note

Navigate to the Sales tab.

Open an existing credit note in View/Edit mode. Use the Credit Note options drop down list to select the Enter Refund option.

The New Spend Money popup will appear with most fields pre-filled including the credit note you are entering the refund for. All fields can be changed if required and additional credit notes can be selected for inclusion in this refund.

Make sure to specify the bank account from which the money is being paid.

Click the Save button to complete the transaction.

Go to Customer Refund for a more detailed explanation of the field entry requirements.