Everything I've looked at points me to the Customer Adjustment Notes under "Money In".
The problem is the only tab I have under "Money In" is "Receive Money". I can't find the adjustment notes tab anywhere.
I've checked settings in case I needed to activate something but am none the wiser.
Any further suggestions would be appreciated.
You may not have the Invoices Module in your subscription, hence you are not seeing those options under 'Receive money'. May be you can look into and add invoices module, as it adds lot more values to than its cost.
However if you are trying to do make payment to that customer, as a refund, and not able to select that contact on the make payment window, you will have to mark that Contact as both the 'Customer' and 'Supplier'. If the contact is not marked as a supplier, the system does not allow to do make payment transaction, for that contact. Simply go to contact, select the contact and edit it, and tick the Supplier box, under the type of contact.
Further, you might want to seek accounting advice on what sort of entries to be done in your particular situation.
Hope this helps.
I've activated the invoice module and now have a credit notes option but still no adjustment notes option. Can I use the credit notes option for the purpose of a customer refund since it allows me to credit the customer but I don't see how to allocate the refund amount to a bank account?
Thanks for the Update Rebecca,
Credit Note is the term used for New Zealand Books and is the same as Customer Adjustment note, which is used here is Aus, :-) So yeah the above video instructions will show you how to issue the money out of the bank.
Basically, when you save the Credit note, you will get the Issue refund Button on top right corner. Please click on it and follow the prompt.
Hope this helps.
I believe I have a similar issue. I followed the instructions on the video but cannot make sense of the STATEMENT.
Scenario. Invoice customer $100. Customer paid $200 which was received. Paid customer $100. So I should have $0 balance in the customer statement.
Balance -$200 (was -$100 to start)
Dased and confused.