Issue Customer Credit As Check

Issue Customer Credit as Check

This document will walk you through issuing a check to a customer when the customer requests their credits to be paid out.

Verify Credits

• You can verify the credit amount and Credit #, (which you will need later) from the Manage Accounts -> Credit History screen.

  

• Make sure to note the Credit #. You will need this when you go to write off the credit.

  

• Also, make sure to note the Ledger Account the credit was applied to so you can pull the money from the same ledger account.

Standalone Payment

• Open the Standalone Payment screen. Accounting > Standalone Payment/Credit

  

• Make sure to fill out the Refund Money screen with the correct info for your situation. Fill out the customer, select transaction type as refund and refund type as check.

  

Write off Credit

• Next, you will need to write off the credit to remove it from the Customer's account.

• Go to the Manage Accounts -> Credit History tab.

  

• Find the credit you want to write off. Then right-click on the Credit # and select “Write Off the Undisbursed amount”

  

• Make sure to select the correct ledger account. Then click the Accept button.

  

• A confirmation screen will popup. Click OK.

  

• You have now issued a check to pay off a Customer.