ANSWER ID:36166How do I record a refund in BankLink InvoicePlus? If you would like to issue your customer with a refund you will need to follow this process.BankLink Invoice Plus In BankLink Invoice Plus, when a customer has overpaid an invoice it's recorded as an unallocated payment. An unallocated payment can be recorded as a customer refund or applied to an unpaid invoice. The tasks below describe each of these options. | UI Expand |
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| Press Receipts. In the Receipt Tasks menu, press Add a new receipt. - Select the Customer from the drop down list that requires a refund.
- In the Date field insert the date for this transaction.
- Enter any additional information you may want to have displayed on the refund
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- Example: Customer overpayment refund.
- Select the Use Unallocated Payment check box.
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- Note: A credit note requires another receipt to be created to refund the credit note.
- Select to either Print, Save or Save & Add New receipt.
- Press Yes to complete the transaction.
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: Press - - press Refund if you are completing a refund for a credit note.
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How do I apply an Unallocated Payment to an Unpaid Invoice? | UI Expand |
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| title | To apply the payment to an unpaid invoice |
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| If your customer wishes to apply their overpayment to another unpaid invoice you will need to follow this process. - Press Receipts.
- In the Receipt Tasks menu, press Add a new receipt.
- Select the Customer from the drop down list that requires an overpayment to be applied to an unpaid invoice.
- In the Date field insert the date for this transaction.
- Enter any additional information you may want to have displayed on the transaction.
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- Example: Customer overpayment applied to outstanding account.
- Select the Use Unallocated Payment check box.
- If the Unallocated Payment is able to pay an Unpaid in full, select the checkbox marked Fully then proceed to Step 9.
- If the Unallocated Payment can only form a part payment on an Unpaid Invoice, insert the amount of the Unallocated Payment in the Amount Paid field then proceed to Step 9.
- Select to either Print, Save or Save & Add New receipt.
- Click Yes to complete the transaction.
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PRODUCT: BankLink Invoice Plus | 
