Receiving a refund

Steps

  1. Either enter refund amount through Manage Money or select appropriate transaction from Bank Import
  2. On explain transaction page click Refund tab
  3. Enter details of refund and click Create Transaction

Help Article

Receiving a refund

Links

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Steps

1. Either enter refund amount through Manage Money or select appropriate transaction from Bank Import

2. On explain transaction page click Refund tab

3. Enter details of refund and click Create Transaction

This help article explains how to account for a received refund in Clear Books.

Step 1.

Either explain refund during a bank import or enter it directly through “Manage Money > Money In”.

Step 2.

On the Explain Transactions page select the “Refund” tab.

The Refund Tab


Step 3.

Enter the details of the refund and click “Add Transaction”.