Making A Refund Payment Against Credit Note
A credit note acts as a replacement for a refund that allows the buyer to purchase your product or services later without paying for it. When you issue a refund, you need to take out cash and give back to customer.
Step 1 > Go to “Credit note” under “income tab”
Step 2 > Click on “add credit note.
![](https://moiboo.com/support/wp-content/uploads/2023/08/CC1-1-1024x364.jpg)
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.
![](https://moiboo.com/support/wp-content/uploads/2023/07/cn6.jpg)
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”.
![](https://moiboo.com/support/wp-content/uploads/2023/07/cn7-2.jpg)
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.
![](https://moiboo.com/support/wp-content/uploads/2023/07/cn8-1.jpg)
Now the credit note Status will be changed to paid.