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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.
In order to refund customer by check, from the home page screen, go to plus (+) sign
Select “Check” under Vendors heading
Payee = Customer’s Name from the list (that you are writing check payable to)
ACCOUNT = Accounts Receivable (A/R)
AMOUNT = Refund check amount
Go back Customer center (blue navigation bar on the left)
Locate the customer you just made the payment to. You will notice zero amount balance, but it will also say TWO open invoices. Just need to clear this taking another step. Very easy!
From home page screen, go to plus (+) sign
Select “Receive Payment” under Customers heading
Select Customer from the list
You will notice both check payment and credit memo with amount received as zero, all in one place checked off.
Go back to Customer center again. Everything should be cleared off now. SEE ATTACHED SCREENSHOT PHOTOS FOR REFERENCE.