How can I record a refund for advance payments I’ve received?

Advance payments can be recorded either as can invoice payment or a credit note and both are displayed as unused credits in the contact details page. Both can be applied to invoices and credit notes can be refunded.

To refund the excess invoice payment,

• You will need to first raise a credit note(/sa/invoice/kb/credits/use-credit-note.html) for the excess payment.
• Later, click on that credit note and select Refund by clicking on the More button.
• You can check the bottom of the same page to view the refund history