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Overview
Deposits, Open Cash Receipts, Paid Invoices and Credit Memos may need to be refunded. There are several ways to handle it depending on the situation.
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Deposits, Open Cash Receipts, and Credit Memos are easy to refund. We have integrated them into our refund screen, so they can all be done from there
Refund an Open Document
Go to the Refund screen
A/R>Refunds
Enter Customer
Hit F9 or manually enter
Enter the Refund Amount next to Document
Deposit “Source” - Order Deposit or
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A/R Deposit
Open Cash Receipt “Source” -
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A/R Credit
Credit memo “Source” -
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A/R Credit
Enter Terms
Hit F9 or manually enter Terms
Set Check Run if it’s a check
Double click on Check Run Date
Process the Refund
Hit the Lightning Bolt
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Refund Paid Invoice
Paid Invoice require an extra step. You will need to reverse the Invoice to create an open Credit. Then we can refund that credit. This correction applies to Invoices created from anywhere in the system: POS, Sales Orders, A/R, Projects, Work Orders,and Service Calls.
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Now, we just need to follow the Refund process on the new Credit.
Go to the Refund screen
A/R>Refunds
Enter Customer
Hit F9 or manually enter
Enter the Refund Amount next to Document
Deposit “Source” - Order Deposit or
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A/R Deposit
Open Cash Receipt “Source” -
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A/R Credit
Credit memo “Source” -
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A/R Credit
Enter Terms
Hit F9 or manually enter Terms
Set Check Run if it’s a check
Double click on Check Run Date
Process the Refund
Hit the Lightning Bolt
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