Enter Refund directly from Credit Note

Navigate to the Purchases tab.

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

The New Receive 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 into which the money is being received.

Click the Save button to complete the transaction.

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