Applying a refund on an invoice can happen for several reasons. In Preno, if the invoice has not been paid, we recommend that you Void the invoice, and raise a new invoice.
To add a record of the refund to the booking, please get in touch with our support team by clicking the chat bubble on the bottom right corner of this Help Centre or while you’re logged into Preno.
Please let us know how much was refunded and if the booking should be cancelled or checked out and we can add the record for you.
Xero integration
If you have integrated Xero with Preno, you will need to account for this refund by creating a credit note in Xero.
If the invoice has not been paid, then you can allocate the credit note to the unpaid invoice by clicking Credit Note Options > Allocate Credit while on the credit note.
If the invoice has already been paid then you will need to apply a cash refund to the credit note so you can reconcile it with your refund bank statement line in Xero.
If the credit note does not appear on the Reconcile screen to reconcile with your refund, it will be because a cash refund has not been applied to the credit note in Xero.
