{"id":12103,"date":"2023-07-07T22:32:11","date_gmt":"2023-07-07T17:02:11","guid":{"rendered":"https:\/\/moiboo.com\/support\/docs\/rogan-documentation\/faqs\/credit-note\/making-a-refund-payment-against-credit-note\/"},"modified":"2026-02-21T11:40:39","modified_gmt":"2026-02-21T06:10:39","slug":"making-a-refund-payment-against-credit-note-12103","status":"publish","type":"docs","link":"https:\/\/moiboo.com\/support\/docs\/rogan-documentation\/faqs\/credit-note\/making-a-refund-payment-against-credit-note-12103\/","title":{"rendered":"Making A Refund Payment Against Credit Note"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><em>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; A credit note acts as a replacement for a refund in that&nbsp;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.<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Step 1&gt; Go to \u201ccredit note\u201d under \u201cincome tab\u201d.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Step 2&gt; Click on \u201cadd credit note\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"558\" height=\"236\" src=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/07\/CN1-4.jpg\" alt=\"\" class=\"wp-image-12440\" srcset=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/07\/CN1-4.jpg 558w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/07\/CN1-4-300x127.jpg 300w\" sizes=\"(max-width: 558px) 100vw, 558px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Step 3 &gt; Choose the customer to whom you are raising a credit note. Moiboo will automatically&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">&nbsp;populate the customer\u2019s details.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Step 4 &gt; Select date.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Step 5&gt; Select products details.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Step 6&gt; Enable the invoice checkbox.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Step 7&gt; Moiboo automatically opens and displays all the invoices for that customer. Make sure&nbsp;&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"> you adjust each of the invoices which need to be adjusted.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u00a0Step 8> Click \u201csave\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" width=\"882\" height=\"1024\" src=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/WS22-882x1024.jpg\" alt=\"\" class=\"wp-image-13540\" style=\"width:586px;height:auto\" srcset=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/WS22-882x1024.jpg 882w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/WS22-258x300.jpg 258w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/WS22-768x892.jpg 768w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/WS22.jpg 1316w\" sizes=\"(max-width: 882px) 100vw, 882px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Now the payment page opens, and the details can be entered, and payment can be made.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Step 9 &gt; Choose the date<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Step 10 &gt; Select the payment method<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Step 11 &gt; Enter the amount to be paid.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Step 12 &gt; Select the Bank<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Step 13 &gt; Save<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"318\" height=\"317\" src=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/07\/cn8.jpg\" alt=\"\" class=\"wp-image-12444\" srcset=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/07\/cn8.jpg 318w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/07\/cn8-300x300.jpg 300w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/07\/cn8-150x150.jpg 150w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/07\/cn8-70x70.jpg 70w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/07\/cn8-16x16.jpg 16w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/07\/cn8-50x50.jpg 50w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/07\/cn8-18x18.jpg 18w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/07\/cn8-20x20.jpg 20w\" sizes=\"(max-width: 318px) 100vw, 318px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">&nbsp;Now the credit note Status will be changed to paid.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; A credit note acts as a replacement for a refund in that&nbsp;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&gt; Go to \u201ccredit note\u201d under \u201cincome tab\u201d. Step [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":6373,"menu_order":11,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-12103","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"acf":[],"_links":{"self":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/12103","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/comments?post=12103"}],"version-history":[{"count":3,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/12103\/revisions"}],"predecessor-version":[{"id":13542,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/12103\/revisions\/13542"}],"up":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/6373"}],"wp:attachment":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/media?parent=12103"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/doc_tag?post=12103"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}