| Refunding a customer when all invoices are paid leaving only negative invoices |
Resolution | All invoices paid – Create cash receipt from paid invoices - Unapply cash from an invoice with an amount greater than the refund amount.
- Enter a Billed Credit or AR Credit adjustment against the invoice for the refunded amount.
- If the adjustment entered in Step 2 was the full outstanding amount, skip to Step 4. If the adjustment is less than the full outstanding amount, apply the cash receipt to the invoice again.
- Refund the customer cash receipt.
Negative or credit invoices – Create cash receipt from credit invoice - Unapply cash from a positive invoice.
- Select the Customer cash receipt and click Apply.
- Select the negative invoice, then the positive invoice, and click OK.
NOTE: Click Unapply to de-select any invoices if they're selected automatically. - Refund the cash receipt to the customer.
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