There may be times when you want to view a customer credit before or after you've applied it or written a refund check for it. MYOB AccountEdge allows you to easily find the customer credits you've entered into the system.
| Note: You can still use the Find Transactions window to find customer credits You may want to use the Find Transactions option if you're searching for specific customer credit. There are more detailed search methods available to you in the Find Transactions window than in the Sales Register. |
There may be times when you simply want to remove or reverse ("unapply") a customer credit that you mistakenly applied to a sale, or when you want to remove a refund check you wrote to a customer. When this is the case, you can quickly remove the effects of such a transaction from your records. An important point to consider is if the customer credit is changeable or unchangeable. If the credit is changeable, you can make changes or remove the credit altogether from your ledger.
Unchangeable transactions work differently. By reversing an unchangeable customer credit, the effects of the original will no longer be part of your ledger; however, a record of the reversed customer credit, called a reversing transaction, will remain. Then, if you want, you can enter a new, correct transaction to replace the transaction you reversed. See What are changeable and unchangeable transactions? for more information.
If you notice a problem with a customer credit you've already settled, be aware that you can't simply change the credit. You'll need to unapply the credit or remove (or reverse) the refund check first then re-apply the credit or write a new check.
Click below for the step-by-step procedures:
To find a customer credit before it's settled
To find a customer credit after it's applied
To find a customer credit after writing a refund check for it
To remove applied customer credits or customers' refund checks
To reverse an applied customer credit
To reverse a customer's refund check
Customer Credits Overview - Finding, removing and reversing customer credits