I am trying to write a refund check to a customer against already issued credit memo, but I do not see any options for applying the credit or printing a refund check.
It involves two steps process to write a check and apply the credit memo against that issued check to a customer.
Step # 1
Write a check (create + sign > select Check under Vendors)
Two critical information to fill out > choose a payee, in this case Customer > Account = Account’s Receivable (A/R)
Step # 2 Receive Payment to clear refund and check in customers’ account
Go back to Customer’s Center > Locate the Customer > You will notice 2 open invoices notice under “Pending Invoices” column > Under Action column, select “Receive Payment” > You will notice both Check and Credit with net zero amount here > Save and Close. Done.
