Difference between revisions of "Refund Entry"
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| − | Note: If you want to issue a refund to a customer without an open credit balance, this can be done through the use of a miscellaneous credit. | + | Note: If you want to issue a refund to a customer without an open credit balance, this can be done through the use of a miscellaneous credit. Set up the miscellaneous credit in [[Receipts Entry]], then issue the refund against it. |
| + | * From the DDI Connect main menu, double-click Accounts Receivable | ||
| + | * Double-click Refunds Entry. You will see this screen: | ||
| + | |||
| + | [[File:AR Refund 1.png]] | ||
| + | |||
| + | |||
| + | =='''Adding a New Refund'''== | ||
| + | |||
| + | |||
| + | To add a new refund, click the New button on the toolbar. You will see this screen: | ||
| + | |||
| + | |||
| + | [[File:AR Refund 2.png]] | ||
| + | |||
| + | |||
| + | The following fields are available on this screen: | ||
| + | |||
| + | |||
| + | {| class="wikitable" | ||
| + | |- | ||
| + | ! '''Field''' !! '''Description''' | ||
| + | |- | ||
| + | | Example || Example | ||
| + | |- | ||
| + | | Example || Example | ||
| + | |- | ||
| + | | Example || Example | ||
| + | |} | ||
| + | |||
| + | |||
| + | =='''Locating an Existing Refund'''== | ||
Revision as of 11:58, 27 September 2012
Overview of AR60
DDI’s Refunds function issues a payment to a customer against a non-zero open credit balance. It does so by creating a check, bank wire, or credit-card payment.
Note: If you want to issue a refund to a customer without an open credit balance, this can be done through the use of a miscellaneous credit. Set up the miscellaneous credit in Receipts Entry, then issue the refund against it.
- From the DDI Connect main menu, double-click Accounts Receivable
- Double-click Refunds Entry. You will see this screen:
Adding a New Refund
To add a new refund, click the New button on the toolbar. You will see this screen:
The following fields are available on this screen:
| Field | Description |
|---|---|
| Example | Example |
| Example | Example |
| Example | Example |
