Big Business keeps past functions and adds new so you may choose when to adopt new options. This chapter covers techniques and tools for giving a customer a refund.
You can create an Invoice with a negative Qty for a merchandise return. And you can create a negative Payment for credit card refund to include in your next Deposit.
Or you can use the Refund tool, which is a Check Run tool for aut
Refund is a check run tool for issuing refunds against credit invoices and unapplied payments. The dialog to select items to refund has been updated, as pictured. A combined list of Invoices with a negative balance and Payments with an unapplied balance lets you select with a click on each row or using the Select button in the upper left to Select All or Select Through a date.
Refunds are getting improvements to simplify their use:
Refund appers in Customer toolbar
Refundee appears on Contact window
Role Name appears in Contacts, Add Columns
This Solution will provide details. (6819)
This document outlines a procedure for generating a refund for a customer who has returned items. (5172, 30123)