Problem: A payment A customer refund is required, but the system does not allow creating a Bank Payment with Transaction Type = To Customer because no open customer documents are available. As a workaround, the refund was recorded using Bank Payment with Transaction Type = To Supplier, although the payment is related to a customer needed to be refunded for various business reasons, for example: incorrect payment, overpayment, reconciliation issue, or customer request.Solution: refund and not a supplier transaction.
Solution: The recommended approach is to adjust the original customer payment documents and process the refund through the customer transaction flow.
Please follow the steps below to show how to record the refund.
- An Invoice has been issued to the client.
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