πŸ“ Partially refund the customer if the price of a sold vehicle reduced

Jake
Jake
  • Updated

Question

 How do I partially refund the customer if the price of a sold vehicle is reduced?

Answer

The vehicle that we will review has been invoiced and finalised and unfortunately, we cannot amend its invoice. In order to partly refund the customer we will need to first issue a Credit Note to the customer.

Go to Accounts > Sales Ledger > Processing > Sundry Posting 

We fill all the information and check the option Print Invoice / Type the stock number / Transaction = Credit note / Amount / Narrative

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Once done, click Next.

Click Next Again.

Type the nominal code  you would like to use.

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Once ready, please click Next and Complete the posting.

Then go to to Accounts > Cash Book > Payments > Sales Ledger > Fill the details:

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Click accept and look for the account code 

Fill the Refund Value and the Narrative:

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Click Accept.

Go to Sales Ledger > Enquiry and look for your account and you can see both transactions there:

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You can also see a record of it in Vehicles > Reporting > Stock Card > Accounts tab > Nominal Enquiry

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