{"id":12273,"date":"2023-07-07T23:25:13","date_gmt":"2023-07-07T17:55:13","guid":{"rendered":"https:\/\/moiboo.com\/support\/docs\/rogan-documentation\/tips-guide\/credit-note-12209\/making-a-refund-payment-against-credit-note\/"},"modified":"2026-02-21T11:40:40","modified_gmt":"2026-02-21T06:10:40","slug":"making-a-refund-payment-against-credit-note-12273","status":"publish","type":"docs","link":"https:\/\/moiboo.com\/support\/docs\/rogan-documentation\/tips-guide\/credit-note-12209\/making-a-refund-payment-against-credit-note-12273\/","title":{"rendered":"Making A Refund Payment Against Credit Note"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">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.<\/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 is-resized\"><img fetchpriority=\"high\" decoding=\"async\" width=\"547\" height=\"219\" src=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/19.jpg\" alt=\"\" class=\"wp-image-13660\" style=\"width:442px;height:auto\" srcset=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/19.jpg 547w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/19-300x120.jpg 300w\" sizes=\"(max-width: 547px) 100vw, 547px\" \/><\/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 populate the customer\u2019s details.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">&nbsp;Step 4&gt; Select the date.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"482\" height=\"184\" src=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/07\/cn6-2.jpg\" alt=\"\" class=\"wp-image-12679\" srcset=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/07\/cn6-2.jpg 482w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/07\/cn6-2-300x115.jpg 300w\" sizes=\"(max-width: 482px) 100vw, 482px\" \/><\/figure>\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 to fetch unpaid Invoices.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Step 7&gt; 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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Step 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:445px;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\">&nbsp; 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\">&nbsp;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 loading=\"lazy\" decoding=\"async\" width=\"319\" height=\"317\" src=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/07\/cn8-1.jpg\" alt=\"\" class=\"wp-image-12682\" srcset=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/07\/cn8-1.jpg 319w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/07\/cn8-1-300x298.jpg 300w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/07\/cn8-1-150x150.jpg 150w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/07\/cn8-1-70x70.jpg 70w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/07\/cn8-1-16x16.jpg 16w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/07\/cn8-1-50x50.jpg 50w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/07\/cn8-1-18x18.jpg 18w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/07\/cn8-1-20x20.jpg 20w\" sizes=\"(max-width: 319px) 100vw, 319px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Now the credit note Status will be changed to paid.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 2&gt; [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":12209,"menu_order":44,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-12273","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"acf":[],"_links":{"self":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/12273","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=12273"}],"version-history":[{"count":3,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/12273\/revisions"}],"predecessor-version":[{"id":13667,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/12273\/revisions\/13667"}],"up":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/12209"}],"wp:attachment":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/media?parent=12273"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/doc_tag?post=12273"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}