How to process customer refunds

1. Create a credit memo

If you already have a prepayment or overpayment, skip to part 2.

1. Show General Ledger accounts. See General ledger (GL) account field is missing on task windows.
2. Select Tasks, and then select Credit Memos.
3. Select the appropriate Customer ID.
4. Enter a Credit date and Credit No.
5. Select the appropriate GL Account.
6. Enter the Amount of the refund.
7. Select Save or Print.

 NOTE: If you plan to apply this credit to a future transaction, follow part 3 then. 

2. Create a payment

This step creates a refund check. Follow this section only if the customer is getting a refund, as opposed to a store credit to apply to a future purchase.

1. Select Tasks, and then select Payments.
2. Change Vendor ID to Customer ID, and then select the appropriate Customer ID.
3. Enter the Date and Check/Reference No.
4. Select the appropriate GL Account.
5. Enter the Amount of the refund.
6. Select Save or Print.

3. Create a receipt

1. Select Tasks, and then select Receipts or Receive Money.
2. Select the appropriate Customer ID.
3. Enter a Date, and then enter a Check/Reference No.
4. On the Apply to Invoices tab, both the credit memo and refund check will show as a negative and positive amount, respectively. Mark Pay on both lines, which result in a $0 receipt.
5. Select Save or Print.

How do I refund a customer credit card through Paya?