To write a refund cheque (from the Receive Payments window)

If you haven't already read the Customer Credits Overview, see Applying customer credits and issuing refund cheques for more information.
  1. An alert message that reads "You have £XX in outstanding credit memos on file with this customer" should appear. You have three choices:

Note: The alert message may be different

If you have only open orders in Accounting Plus, the alert message will have two choices: you can use either the Open Register or Cancel options.

  1. The Returns & Credits view of the Sales Register appears. You can view credits for all or just one of your customers.

  1. A list of the customer's credits appears. Highlight the credit you wish to apply.
  2. Click Pay Refund. The Settle Returns & Credits window appears, displaying a refund cheque in the amount of the customer credit.
  3. If you want, make changes to the information in the window.

  1. If you'd like to use one of the additional addresses listed on the customer's card, click the arrow next to the Payee field. Choose the appropriate address.