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M
MCCFW
September 11, 2023
Question

credit memo shows incorrect amount for refund check

  • September 11, 2023
  • 1 reply
  • 0 views

A refund check was issued for $765, however, in the Transactions tab to the right, it says the check was for $605.  Therefore, it shows a credit balance still out there for $160.   How can I get the amount of the refund check to show the correct amount?  If I click on it and it takes me to the bank register, it shows $765.  Why does it keep showing $605???  and how do I correct it?   Screenshot attached.

1 reply

BigRedConsulting
BigRedConsulting
September 11, 2023

The amount that appears in the "Related Transactions" section is the amount of the refund check that is applied to the credit memo / linked to the credit memo. In your case, for some reason that amount is $605 instead of $765.

 

This can happen for a variety of reasons. For example, if you decrease the CM amount save it, and then increase it again to a larger amount. After doing that, the refund check will only be linked for the lesser amount.  Similarly, if both the credit memo and refund check were smaller, then if you first increased the CM amount and then the check amount, they'd still be linked for the original amount.

 

To resolve this, open the Receipt Payments window, select the customer, and then find the refund check in the list of open things to "pay". Click on it, and then click the Discounts and Credits button at the top of the window and then select the credit memo you want to link the check to. Then save and close the windows.

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