To pay a refund (Sales Register)

Note: Before you can pay a refund, you must first create a credit. (Entering customer credits and returns)

The Returns & Credits view of the Sales Register should be displayed. (To find the Sales Register window - Returns & Credits view)

1. 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.

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



3. Click Pay Refund. The Settle Returns & Credits window displays a refund in the amount of the customer credit.



4. From the list at the top left, select the account you want to use to pay the refund.

If you're paying a credit card refund and you group all of your credit card sales, choose your Undeposited Funds account. (Group with undeposited funds)

5. If you need to, change other information in the window.

• If you're not writing a check, enter a word in the Check # field, for example, CASH or the abbreviation of a credit card company .

Note:  If you don't want to enter a check number

• If you change the Amount field's amount, keep in mind that you can enter only an amount less than the original customer credit amount. 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're paying a credit card refund, enter the name of the credit card company in the Memo field so you'll be able to identify the transaction in the Prepare Bank Deposit window.

6. 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 and choose the appropriate address.



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

Related topic

• Entering customer credits and returns