To write a refund check (from the Receive Payments window)

The Receive Payments window should be displayed. (To find the Receive Payments window)

Enter a customer card in the Customer field.

An alert message that reads "You have $XX in outstanding credit memos on file with this customer" should appear. You have three choices:

Click Apply Credits if you want to settle the customer credit against any open invoices for this customer. The outstanding credit memos will be automatically applied to the oldest invoices first. This transaction will be automatically created. You're done!

Click Open Register if you'd like to use the Sales Register to choose how the customer credit will be settled. Proceed to step 2.

Click Cancel if you don't want to settle the customer credit at this time. You're done!

Note: The alert message may be different

If you have only open orders in AccountEdge, the alert message will have two choices: you can use either the Open Register or Cancel options.

The Returns & Credits view of the Sales Register appears. You can view credits for all or just one of your customers.

To view credits for one customer, select Customer in the Search by field, then enter the customer's name in the second field.

A list of the customer's credits appears. Highlight the credit you wish to apply.

Click Pay Refund. The Settle Returns & Credits window appears, displaying a refund check in the amount of the customer credit.

If you want, make changes to the information in the window.

If you change the Amount field's amount, keep in mind that you can enter an amount less than the original customer credit amount only. If you choose to do this, the customer credit won't be fully settled; the difference will continue to appear as a customer credit.

If you'd like to use one of the additional addresses listed on the customer's card, click the arrow next to the Payee field. Choose the appropriate address.

Click Print to print and record the refund check, or click Record to record the check.