MYOB AccountEdge allows you apply a customer credit to one or more of the customer's sales balances or issue a refund check to the customer. You can perform these functions by clicking the Sales Register option in the Sales Command Center, then click the Returns & Credits tab.
You can also apply a customer credit or write a refund check using the Receive Payments window. If you're entering a payment from a customer and AccountEdge detects that this customer has an outstanding credit, an alert message will appear. You'll have the opportunity to either automatically apply the entire amount to an open invoice or open the Sales Register to select the invoices and orders to which you'd like to apply the credit or write a refund check. You can also exit the window and leave the amount as a customer credit.
Note: The category you assigned to the credit and to the applied invoice or order must match
If they don't match or if either has no category, find the invoice or order to which you will apply the credit. Then assign a category to one of the transations so they do match.
Step by step