Refund a customer / fix an overpayment

Money going back, or a customer who paid too much.

Money going the wrong way is exactly where books drift from reality — a refund handed back in cash and never written down means your totals (and your tax figures) are quietly wrong from then on. Recording it takes ten seconds and keeps every number downstream — Home, customer balances, exports — trustworthy.

• Refund: open the invoice → Record payment → switch to Refund issued → enter the amount. The balance updates; if it drops below the total the invoice goes back to Sent.
• Overpaid: the invoice shows "Overpaid by £X" so you can sort it out.

Still stuck? Contact support.