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Paying Credit to customer with check


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How do I print a check out for a customer’s credit? I know how to print a check to pay a bill, but I have never printed a check to pay a customer their credit. 

Best answer by iqraharrison

@scottaisd00 hi, i imagine there is an easier way to do this but could you refund the payment and then create a cash purchase for the refunded amount.  The cash purchase should allow you to print a check.  You may need to extend the customer as a vendor as well.  

looking through the community portal, it looks like there may be a free customization from Github that you can publish to print refund checks (I would recommend testing this in a sandbox prior to publishing in your production environment) but here’s the post in case it helps!

 

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2 replies

iqraharrison
Captain II
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  • Captain II
  • 561 replies
  • Answer
  • June 4, 2024

@scottaisd00 hi, i imagine there is an easier way to do this but could you refund the payment and then create a cash purchase for the refunded amount.  The cash purchase should allow you to print a check.  You may need to extend the customer as a vendor as well.  

looking through the community portal, it looks like there may be a free customization from Github that you can publish to print refund checks (I would recommend testing this in a sandbox prior to publishing in your production environment) but here’s the post in case it helps!

 


John Masi
Jr Varsity I
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  • Jr Varsity I
  • 20 replies
  • June 4, 2024

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