×
Menu
Index

Return a credit to a customer

If a customer requests a payment for their current credit, the following feature will allow you to process the request.  
 
First, confirm the credit balance on the customer account.  Within the Sales Info tab of the AR | Customer File screen, the "Current Credit" will be stated for the account.  
 
 
Further details of the customer's current aged balance can be found within the following reports.
or
To refund the customer the requested amount:
 
From the Customer Pay Out screen select the type of pay out to make:
 
Finalize the transaction by selecting "Yes" to print a receipt.