Difference between revisions of "Refund Entry"
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| Line 31: | Line 31: | ||
! '''Field''' !! '''Description''' | ! '''Field''' !! '''Description''' | ||
|- | |- | ||
| − | | '''Fiscal Year''' || | + | | '''Fiscal Year''' || Enter the fiscal year that this refund should be applied to |
|- | |- | ||
| − | | '''Customer ID''' || | + | | '''Customer ID''' || Enter the customer ID that you are entering the refund for. You can also click the list icon to launch the [[Active Customer Inquiry]] |
|- | |- | ||
| '''Refund #''' || Example | | '''Refund #''' || Example | ||
Revision as of 12:23, 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 |
|---|---|
| Fiscal Year | Enter the fiscal year that this refund should be applied to |
| Customer ID | Enter the customer ID that you are entering the refund for. You can also click the list icon to launch the Active Customer Inquiry |
| Refund # | Example |
