Refund receipts taken via Opayo (Sage Pay)

Opayo is the new name for Sage Pay. If you're using Sage 200 Professional versions up to 2020 R1, where you see references to "Sage Pay" in the app, these are referring to the Opayo payment service.

To refund online receipts

Open: Sales Ledger > Adjust Transactions > Refund Online Card Receipt.

Select whether to refund a sales ledger receipt or receipt taken with a sales order.
- To refund a receipt made through the Sales Ledger, select the Sales Ledger tab.
- To refund a receipt taken with a sales order, select the Sales Order Processing tab.
Select the Details.
- Sales Ledger: Select the customer account for the receipt.
- Sales Order Processing: Select the order number or the invoice number for the completed sales order.
Refundable transactions for the customer are listed.
Select the transaction to refund.

Note: Only one transaction can be refunded at one time.
Click Refund.

The Enter Customer Card Refund for window appears.
Enter the Transaction details.
Enter the Value that you want to refund.

Note: You cannot refund more than the original value of the receipt(s) being refunded. If any refunds have already been made, these are taken into account when calculating the maximum value allowed for refund.
Enter the Settlement discount.
The system will generate a Sales Payment transaction for the refunded amount.
- To allocate the sales payment now, click Save and Allocate. To allocate the payment to the original receipt, see Allocation.
  
  Note: When you allocate a payment/receipt, the allocation date will default to either today's date or your payment/receipt date. This depends on what you have chosen as the Default allocation date in Sales Ledger Settings.
- To allocate the sales payment later, click Save.
Note - information
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