Refunding customers by cheque after the invoice has been paid in full

Question

I need to partially refund some customers by cheque, they have all paid their invoices in full by Bank Transfer. 
 Last year the government announced hat the Clean Heat Market Mechanism (CHMM) Scheme could commence on1 January 2024. We were charged a CHMM Boiler tax of &pound;120 + VAT by our boiler supplier between 1 January 2024 and 15 March 2024, we then passed this cost on to our customer within their invoice. On 14 March 2024 the Government announced that they were delaying the scheme until 1 April 2025 so our supplier has now issued us credit notes for each of the boiler CHMM levy charge. 
 So I now need to refund the customers by cheque - how do I do this correctly? 
 Thanks

Stuart Avis · Answer

Hi Lynne, Thanks for using Community Hub. 
 Unfortunately as you are using Sage Business Cloud Start it is not a feature to do a partial refund, I would recommend deleting the original payment associated to the Sales invoice. then record the money against the sales invoice that you will be keeping, then record a refund for a sale where you can state the method as a cheque, I have attached some knowledge base articles below which will guide you through the steps: 1. Deleting the Payment received from the customer https://gb-kb.sage.com/portal/app/portlets/results/viewsolution.jsp?solutionid=222001000100086 2.Record the money you are keeping against the sales invoice https://gb-kb.sage.com/portal/app/portlets/results/viewsolution.jsp?solutionid=222001000100316 3.Record a refund for the monday going back to the customer https://gb-kb.sage.com/portal/app/portlets/results/viewsolution.jsp?solutionid=222001000100039 If this helps, please click Verify Answer . 
 Regards, Stuart Sage UKI

Sage Accounting UKI

Refunding customers by cheque after the invoice has been paid in full

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