Credit Note Refund Mapping | Accounting & Bookkeeping Software UK Compliant.

Credit Note Refund Mapping in Britixo ensures that any refund processed against a credit note is automatically mapped to the right accounts. This helps keep your sales and refund records accurate in reports, while also respecting any special payment mode mappings you’ve set up.

Enable Credit Note Refund Mapping

1. From the left sidebar, go to Accounting → Settings → Mapping Setup.
   
   

2. Enable Credit Note Refund Mapping.
   
   

3. Enable Payment Mode Mapping (to allow priority mapping by payment method).
   
   

Process a Credit Note Refund

1. Open the Credit Note Detail Page.
   
   

2. Click More → Refund.
   
   

3. If the refund matches a Payment Mode Mapping, Britixo prioritises that mapping.
   
   

4. If no payment mode applies, the refund will map according to Credit Note Refund Mapping.
   
   

Notes

• If Credit Note Refund Mapping is disabled → refunds cannot be mapped to accounts.
  
  

• Refunds always update your financial reports once mapped successfully.
  
  

Delete a Credit Note Refund

1. Open the Credit Note Detail Page.
   
   

2. Go to the Refunds tab.
   
   

3. Click Delete on the refund.
   
   

Result:

• The refund is removed from reports.
  
  

• Related accounts are automatically updated.
  
  

Tip: Keep Payment Mode Mapping active to ensure refunds via methods like bank transfer or card are posted consistently across your accounts.