Here are chances that you might be able to see the pop-up to Confirm transfer.Choose the check which you have created and after that hit done in the Available Credits section.Select the customer in the Received from drop-down and then, choose the Discounts and Credits icon.Now, navigate to the Customers menu and then choose Receive Payments and link the check to the overpayment.Choose the OK option if the check is filled out automatically.Here are the steps given which you are required to adhere while making the refund: However, if the payment made by customer using the credit card, you need to know how to refund a credit card payment that we will know about later in this module. Make a Refund: Here is the option that you can issue the refund in form of cash or a check. Here are three ways mentioned-below, and you need to select one of them from the available Credit window and choose OK. Step 2: Make the Decision how You Wish to handle the Credit Now, In the last step mention the list of products you are paying the credit for, then choose Save & Close option.Secondly, Choose the customer from the drop-down Customer:Job.Firstly, You need to choose the Create Credit Memos/Refunds from the Customers menu.And the other way is to retain the funds in the customer account.You can deal with the amount of the credit by below given three ways: This is the more complicated of the two and needs more bookkeeping, as you are making the record of the sale, its payment, and the return item. To put it simply, credit note is an evidence of the reduction in sale or we can say that a customer returns an item for which they have made the payment, and you have to credit the customer for the cost they have paid. Credit memo is also used as the source document for the journal of sales return. Here in the last and final step you are required to opt for the “ Standard” from the Check Style section and hit “ Print“.Ī credit memo can be defined as a commercial document issued by a supplier to its customer.Now, Select the printer you wish to use from the “ Printer Name” drop-down list in the “ Settings” tab.After that, Hit on the checkmark column next to each check you are required to print and choose the “ OK” button.Firstly, Navigate to the “ File” menu, Choose “ Print Forms” and select the “ Checks“.In the final step you need to hit on the “ Save & Close” on the Create Credit Menu/Refunds window.There after, Opt for “ Use Credit to Give Refund” option in the toolbar press “ OK“.Now in to the first blank row of the item column you need to mention the item returned or click the row, choose the down arrow and choose an item from the list.
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