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 the date.

Step 5> Select products details.

Step 6> Enable the invoice checkbox to fetch unpaid Invoices.

Step 7> Moiboo automatically opens and displays all the pending 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.