Supplier Refund – Full Payment Returned

You may find yourself in a situation where you are issued a refund from a supplier and you need to record this in KashFlow. In order to do this, you will need to create a credit note.

Creating the Credit Note

Please navigate to Purchases > Open the purchase receipt > Click Copy in the top navigation > Select Purchase in the popup dialog.

You should now have an exact copy of the receipt. Simply put a minus in front of the line item total to set it to a negative and click Save in the top right of the screen.

Showing the money back in your bank account

You can record the money back into your account by clicking the “Add Payment” button within the ”Payments section at the bottom of the newly created purchase receipt.

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