Good Morning Wendy

Thank you for your logging your query with us.

Usually when a rebate is paid, it can be done by either doing a negative receipt on the cashbook, or setting the payments side of the cashbook to allow customer accounts to be processed to.

To do this:

Go to Setup... Entry Types

Look for the Payments side of the cashbook you want to process to.  You can find the cashbook number under the Cashbook column.

Click on Account Access and from the dropdown menu, select Any Account  (It is the first option on the list, so you may need to scroll up a bit)

Click on OK

Once done,  you can now select the Customer accounts on your cashbook payments side


In your case, with the customer sending an invoice though, it gets a bit tricky

Usually when a customer sends an invoice, we recommend that the customer be setup as a supplier. So you will need to create a supplier account for the customer and process the invoice to that account

The "supplier" account is then paid from the cashbook payments side.

My suggestion for your transaction though, would be to chat to your auditor or bookkeeper on how to process this transaction.  

thank you for responding.