To pay a refund (Receive Payments window)

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

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

1. Enter a customer card in the Customer field.



2. This alert should appear: "You have $XX in outstanding credit memos on file with this customer."

Note:  The alert message may be different if you have only open orders

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 3.

Note:  The Bank Register can't be used to enter MYOB Merchant Account Service transactions

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

3. 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.

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



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



6. 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.

7. Enter the amount received. You can enter a payment method, if you like, and you can add detailed payment information, for example, a check or credit card number, by clicking the Details button.

Note:  If you subscribe to the MYOB Merchant Account Service, you can authorize the payment

If you're entering a credit card payment, be sure to select a payment method so you'll be able to identify this transaction later in the Prepare Bank Deposit window.

If you're using multicurrency and the customer has been assigned a foreign currency, the payment amount must be in that currency. You can review and update the exchange rate for this transaction by clicking the Exchange Rate button.

8. 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.

9. 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.



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

Related topic

• Entering customer credits and returns