Refund a Customer Home | FAQs & Troubleshooting

 

Refund a Customer
	Add a Cash Clearing Account
	Adjust the Invoice or Credit Memo
	Create a Refund Check

 

The Accounts Receivable module allows you to record customer refunds. A customer refund might be needed to repay an overpayment on a customer invoice, or to pay a customer for a miscellaneous credit memo that does not credit a specific invoice.

Many companies have Accounts Payable vendors who are also their Accounts Receivable customers. For these vendors/customers, Accounts Receivable invoices can be applied automatically or selectively to the vendor's balance, eliminating the manual matching process of issuing checks and posting payments.