Making A Refund Payment Against Credit Note

A credit note acts as a replacement for a refund in that it allows the buyer to purchase your products or services later without paying for it. When you issue a refund, you need to take out cash and give it back to the customer.

Step 1> Go to “credit note” under “income tab”.

Step 2> Click on “add credit note.

Step 3 > Choose the customer to whom you are raising a credit note. Moiboo will

automatically populate the customer’s details.

Step 4 > Select date.

Step 5 > Select products details.

 Step 6 > Enable the invoice checkbox.

 Step 7 > Moiboo automatically opens and displays all the invoices for that customer.  

 Make sure you adjust each of the invoices which need to be  adjusted.

 Step 8 > Click “save”.

 Now the payment page opens, and the details can be entered, and payment can be made.

Step 9 > Choose the date.

Step 10 > Select the payment method.

Step 11 > Enter the amount to be paid.

Step 12 > Select the Bank.

Step 13 > Save.

Now the credit note Status will be changed to paid.