Handle Refunds in Sage Intacct

You may need to record a refund paid to a customer. This could be because the customer overpaid or they when they have returned some goods. Intacct has no sponsored facility for issuing refunds to customers.

Follow these steps to process:

Refunds

1. From the Paystand Dashboard, navigate to the Invoice and scroll to the bottom of the page>Click on Issue Refund> Enter the Refund Amount> Click on the Refund button. 
   
   
   
2. The Refund will be reflected in the Paystand Dashboard under the corresponding invoice.
   
   
   

Additional Resources:

• If there is a refund or a dispute will the invoice status change in Sage?