Sales

To pay a refund, including credit card refunds (Sales Register)

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

The Sales Register window - Returns & Credits view should be displayed.

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, select your Undeposited Funds account from the list. (Group with Undeposited Funds)

5. 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 the multicurrency feature 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.

6. 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:  For a cash or electronic payment, you may want to replace the check number with letters or words

• 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.

7. 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.



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

Related topics

• Handling customer credits, refunds and returns
• Entering customer credits, refunds and returns
• Settling customer credits