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Overview

Excerpt

The system allows to refund Open Credits to customers. Users can either refund Customer Credits or overpayments.This transaction must be done from the Receive Payment screen.

Instructions

1) Go to
Ui steps
sizesmall
Ui steps
sizesmall
Ui step

Go to Accounts Receivables(A/R)>>Receive Payment

2) Enter

.

Ui step

 Enter the customer name for which you want to process the refund for and hit the Enter key.

Ui step
3)

Check the option "Refund the open credits to the customer".

4) Click

 

Ui step

 Click on the link in the message "This account has $XXXX in open credits. Click here to apply"

5) The

Ui step

The Available Credits

screen

 screen window will open. Select the credits you want to refund and click

on

on Close.

6) You

 

Ui step

 You will be able to see the refund total. Choose the Payment Date and Payment Method and complete all the required information. Click

on

on Save and New

to

 to continue on the same screen or click

on

on Save &

Close

Close to return to the 

Payment History

screen.

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What Happens

 

 

 

What Does Happen if a Refund is Cancelled?

If a refund is canceled from the Payment History screen, the Open Credits will return to the customer as a credit balance.

How to Identify Refunds

1) From the Payment History

A refund will be identified on the system as a negative Payment. From the Payment History screen, a refund transaction will have an R next to the control #.

 

2) In Reports

Reports generated from the Payment History & Editing Payments screens (Payment History and Payment Details) will easily identify refunds since the values Applied amount and Payment Total will be negative.

 

 

 

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labelsrefund accounts-receivables customer-credits open-credits

Warning
titleImportant

This option is only available for users who have open credits.