refund created in error

Question

How do I reverse a refund? I have to issue a refund to a customer but realized too late that I need to do a VB instead. I started the process for refunding as directed on Knowledge Base but it doesn't trigger a cheque. And I shouldn't have done that because that month was already reconciled! So now I have a refund started... can I delete it? Will that put things back as they were? Or further mess things up. I have not been able to reach help today at all. 
 
 Thanks

Erzsi_I · Answer

Update that my colleague JSelemani found additional information that might help address your situation more precisely. According to a recent article, titled " How to Delete a Bank Transaction, " there is a way to delete an erroneous refund transaction directly from your banking activity list, which could simplify rectifying the issue at hand. 
 Here's a brief overview of the steps you can follow to delete the transaction: 
 
 Navigate to the Banking section in Sage Accounting. 
 Select the relevant bank account to access your activity list. 
 Use the filters to locate the transaction you wish to delete, remembering to note the transaction's date for easy reference. 
 Once you've found the transaction, click the checkbox next to it. 
 Look for the trashcan icon that appears at the top of the activity list and click it to delete the transaction. 
 
 If you encounter any error messages during this process, it might be due to the transaction having been reconciled, deleted, or cleared (imported from bank feeds). If the transaction has been reconciled, you'll need to remove its reconciled status before you can delete it. The article provides guidance on how to address these specific scenarios as well. 
 If you need further assistance or have any more questions, don't hesitate to reach out. 
 Warm Regards, Erzsi 
 If this helps please mark it as verified :)

Sage Accounting Canada

refund created in error

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