Page Comparison

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Refunds to a customer can be performed using the Customer Refund screen on the AR menu.  Refunds can be issued to a customer when the customer’s account has a credit balance or there are un-used sales order deposits.  The Customer Refund screen has several options as to how the money is to be refunded to the customer.  The amount of the refund can be any dollar amount up to the credit balance on the customer’s account.

Detail

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Quick Guide

1. Enter Customer

   1. Enter # or hit F9 to find it

2. Enter Refund Date

   1. Defaults to today

3. Enter Reference

   1. This will be the description of the transaction on the Customer’s account

4. (Optional) Refund through POS

   1. Use Refund through POS checkbox to run the refund through a register

5. Enter Refund Amount

   1. Enter $ next to the document(s)/deposit(s) you want to refund

6. Enter Terms (Names will vary)

   1. Check - Will create a document in AP to process a check for the Customer

      1. Requires Check #

   2. Cash - Will pull out of Cash on Hand

   3. CreditCards - Will create the transaction in the bank

7. Process Transaction

   1. Hit the Lightning Bolt

Screen Details

• Branch - This dropdown will select the branch. Defaults based on Customer

• Customer - Enter the customer number and each of the customer’s open credits and un-used deposits is displayed.

• Open credits and Deposits - Enter the amount of refund for each of the open documents.  Then choose to issue the refund to the customer’s credit card or via A/P check by choosing the appropriate terms.

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