Issue A Customer A Refund Check

1.  Access the Invoice/Credit Memo application from the Activities menu or Shortcuts and follow the Create A Customer Credit Memo procedure.

OR

2.  Access the Find Customer Invoice application from the Find Button dropdown list.

Locate the Customer Credit Memo document for which you wish to issue a refund check and double-click on the line.  You may need to change the Begin and End Date Range in the Find Customer Invoice screen to locate the Customer Credit Memo document.  If you change the date range, you must click on the Refresh button to display documents in the new range. 

Key in the Document Id in the Document Id column filter bar to quickly locate the Customer Credit Memo.  If you do not know the Document Id, you may filter on Customer, Document Type or Amount to help you locate the document.  See Using Find Lists.

3.  Right click on the mouse in the header section of the Invoice/Credit Memo application and select the Create Refund Check option. 

4.  Upon confirmation that you wish to create a refund check, the Check applications will be loaded with the newly created check for the customer.  The refund check is applied to the customer's balance.