Deal with unpaid or bounced cheques

If a customer pays by cheque, which later bounces, you will need to reflect this in the system by recording a refund. This adds a negative payment to the invoice, marking it as unpaid.

  1. Go to SalesSales invoices. Choose the required invoice from the list. The invoice is marked as paid by cheque to your clearing account.

  2. At the end of the invoice, select Refund then select Refund on IRIS Elements Cashbook.

  3. Complete the form. The Date defaults to today's date and the amount being refunded defaults to the amount paid. Add a Note if required then select Refund.