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Nov 2, 2022 1:05 PM UTC
Solved

need to issue a refund check to customer as they overpaid how does this process work

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BigRedConsulting
Nov 2, 2022 4:04 PM UTC

To do this:

1. Create a standard check written to the customer and use the AR account as the account on the Expenses tab and the over-payment amount.

2. Record (or edit) the Payment from the customer and apply it to the Invoices it should pay and then also the refund check you'll see listed in the table of things to pay.

1 reply

BigRedConsulting
Nov 2, 2022 4:04 PM UTC

To do this:

1. Create a standard check written to the customer and use the AR account as the account on the Expenses tab and the over-payment amount.

2. Record (or edit) the Payment from the customer and apply it to the Invoices it should pay and then also the refund check you'll see listed in the table of things to pay.