This guide shows how to manually record a customer refund, however, for those explaining the refund from an imported bank statement, just follow steps 4 & 5.

Step 1.


Navigate to Money > Bank accounts.


Bank accounts

Step 2.


Click on the Money out link beside the appropriate bank account.


Step 3.


Fill in the details of the Money out form and hit the Explain money out button.


refundmoneyout

Step 4.


On the Explain Transactions page select the Refund tab.


refundtab2

Step 5.


Enter the details of the refund and click the Add new transaction button.


explainrefund


Technical support is available from Monday to Friday, 9 - 5.


How to contact support within Clear Books


We also welcome you to visit our Community to view our latest news & updates, raise new ideas, find answers to common problems, ask new queries and speak to other Clear Books users and employees.