To write a refund check (from the Sales Register)

If you havenít already read the Customer Credits Overview, see Applying customer credits and issuing refund checks for more information.

The Returns & Credits view of the Sales Register should be displayed.

  1. You can view credits for all or just one of your customers.

To view credits for one customer, select Customer in the Search by field, then enter the customerís name in the second field.

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

If you change the Amount fieldís amount, keep in mind that you can enter an amount less than the original customer credit amount only. If you choose to do this, the customer credit wonít be fully settled; the difference will continue to appear as a customer credit.

  1. If youíd like to use one of the additional addresses listed on the customerís card, click the arrow next to the Payee field. Choose the appropriate address.
  2. Click Print to print and record the refund check, or click Record to record the check.

Keyword: credit invoices, customer deposit

To write a refund check (from the Sales Command Center)