If a customer has a credit balance in the ledger, you can pay it back to the customer directly from the ledger. The reason the customer has money owed to them doesn't matter – the principle is the same.
Common reasons:
A credit note on an invoice the customer has already paid.
Double payment or overpayment – the customer has paid the same invoice twice, or paid too much.
In both cases, the amount appears as an open credit entry (credit balance) on the customer and is paid out the same way.
Prerequisite: Payments to customers are made through the bank integration. The client must therefore have an active bank integration – without one, the option to add the amount for payment is not shown.
How to pay out a credit balance
Go to Ledger and find the customer who is owed the money. You can find the ledger both as its own overview and as the Ledger tab on the customer card.
Select the transaction to be refunded – that is, the open credit entry (the credit note or the excess payment).
Select Pay with bank account. The transaction is then added for payment via the bank integration.
Check that the customer's account number and the amount are correct.
Approve the payment the same way as other bank payments (signing with BankID via our payment partner).
Check before you send
Confirm that the customer actually has a credit balance. If the original invoice hasn't been paid, a credit note should usually just be offset against the invoice – not paid out.
Avoid paying out twice. Check that the amount hasn't already been refunded or offset against another invoice before you send.
Correct account number. The money goes to the registered account number – double-check that it belongs to the customer.
When should you contact us?
Get in touch via chat if the Pay with bank account option isn't shown, or if you're unsure whether the amount should be paid out or offset. Please include:
Client name and customer name
Credit note/invoice number
The amount in question
A screenshot of the ledger