This idea has been merged into another idea. To comment or vote on this idea, please visit S1-I-53 Match purchase credit notes in bank feeds.
If a customer refund has been manually entered onto the system via the credit note tab, it would be useful when the amount is refunded to the customer out of the bank that you can match it against the previously entered customer refund. You can search for supplier refunds on the bank feed matching tab but not customer refunds. It would make it easier when the customer refund in question has been grouped together with other customer receipt amounts and show on the bank feed as one figure which then needs to be split between invoices and customer refunds.
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At the moment I have to allocate credit notes to suppliers / customers within their account. Then when payment is paid / received I can allocate to the balancing invoices. I want to be able to allocate a payment / receipt (and payments on account) to the invoices and credit notes at the same time. This was available in desktop version, but the credit notes / payments on account do not show when bank matching.
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