To reverse a customer's refund cheque

If you haven't already read the Customer Credits Overview, see Finding, removing and reversing customer credits for more information.

Use this procedure only if your transactions are unchangeable. See What are changeable and unchangeable transactions? for more information.

The customer credit you want to reverse should be displayed. If you need help doing this, see To find a customer credit before it's settled, To find a customer credit after it's applied or To find a customer credit after writing a refund cheque for it.

  1. Choose Reverse Credit from the Edit menu. After a few moments, a new transaction, with an amount exactly opposite of the refund cheque's amount, will be displayed in the Settle Returns & Credits window.
  2. If you want, you can make a few changes to the new transaction (such as the date and the memo), but you can't change the amounts that are associated with it.

  1. Click Record to record the new transaction. The Settle Returns & Credits window closes. The refund cheque is reversed.
  2. Keep in mind that an outstanding customer credit exists again for this customer. To settle the customer credit, you can either apply the amount of the customer credit to the customer's outstanding sales balance or write a new refund cheque to the customer for the amount of the customer credit.