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Refunding an Invoice and Refund Checks
Refunding an Invoice and Refund Checks
Angel Horowitz avatar
Written by Angel Horowitz
Updated over a week ago

In some cases your company may choose to refund customer's using a company issued check. If this is your policy, here is how this can be done:

Create Credit

  1. Open up the Invoice that you need to reverse.

  2. Press the "3-dot" button next to the items you need to reverse and choose Reverse.

  3. Press the Checkout button once you have reversed all the necessary items.

  4. In some cases, you may not know the refund check number yet so you may need to create an "open credit" under the customer's account until you have the refund check number ready.

  5. Press the "Account Credit" tab within the shopping cart area.

  6. Choose whether or not you want to e-mail the receipt to the customer. Uncheck the box if you do not want to send them a receipt.

  7. Write a payment note under the "Add Note" section, saying what happened.

  8. Press the "Apply as Credit" button on the left hand side.

    mceclip0 (5) 2022-03-15 16-18-12.png

Issuing the Refund Check

  1. When you have the refund check number ready, click on the "Make Payment" link from the Customer profile page in the upper left hand corner.

    mceclip1 (2).png
  2. Put your cursor in the empty Payment box next to the invoice you would like to issue the refund for. It will automatically populate to the amount that is owed to the customer. Click "Make Payment".

  3. The amount will appear in the shopping cart, press checkout.

  4. Press the "Check" tab. Change the Check type to "Refund Check" and enter in the company issued check number.

  5. Make sure you have the correct person showing as "Invoiced" and that the Check Amount box has the same negative amount as the shopping cart does.
    NOTE: Not all employees will be able to see the "Amount" box at the bottom of the page. You must have Customer Credit authority in Employee Authorizations.

  6. Choose whether or not you want to e-mail the receipt to the customer. Uncheck the box if you do not want to send them a receipt.

  7. Write a payment note under the "Add Note" section, saying what happened.

  8. Hit the "Process Checkout" button when ready.

    mceclip2 (1) 2022-03-15 16-21-44.png
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