Overview
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The system allows 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 Accounts Receivables(A/R)>>Receive Payment
2) Enter the customer name you want to process the refund for and hit the Enter key
3) Check the option "Refund the open credits to the customer".
4) Click on the link in the message "This account has $XXXX in open credits. Click here to apply"
5) The Available Credits screen window will open. Select the credits you want to refund and click on Close.
6) You will be able too to see the Refund refund total. Choose the Payment Date and method and complete all the required information. Click on Save and New to continue on the same screen or click on Save & Close to return to the Payment History screen.
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| Warning | ||
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This option is only available for users who have open credits. |