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S
SapphireK8
December 4, 2023
Question

How can I change a check into a refund check?

  • December 4, 2023
  • 1 reply
  • 0 views

I wrote checks to several customers because the product purchased became unavailable but I didn't use the refund function. Now in a new fiscal year, the check shows as a credit on their account and doesn't cancel the invoice which shows as paid. How can I fix that?

 

1 reply

BigRedConsulting
BigRedConsulting
December 4, 2023

A refund check is just a check uses your A/R account as the 'expense account' and that pays off an over-Payment or a Credit Memo (not in Invoice).

 

If you have one of those things to pay off, make sure the check uses the AR account and then use the Receive Payments window to apply it.

 

If you need to apply it to a Payment, edit that payment and select the refund check as one of the things it pays.

 

If a Credit Memo, start with an empty/new Payment window and apply the Credit memo to the refund check. (The refund check will appear like an invoice in the Payment window's table.)

S
SapphireK8Author
December 6, 2023

The checks have already been written and didn't use the refund feature.

I think  your solution will work but I havenn't had time to try!

Thank  you so much!

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