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Question

Best method for a chargeback

  • June 16, 2026
  • 2 replies
  • 9 views
R
Freshman II
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What have you found the best method for a chargeback on a customer’s behalf?

They filed a chargeback and received their funds back through the card company.  We never ended up shipping the order, so it was just Canceled in Acumatica.  Now the funds are available on the customer’s account.

How have you found the best practice to show that as a chargeback and wipe from customer’s account?

    2 replies

    nhatnghetinh
    Captain II
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    • nhatnghetinh
    • Captain II
    • June 17, 2026

    Hi ​@rfrantz 

    A common approach is to create an AR Debit Memo for the chargeback amount and then apply it against the customer's available credit balance. This clears the credit from the customer's account while maintaining a clear audit trail of the chargeback.

     

     

    Best Regards,

    NNT

    I have devoted a great deal of my time and passion to Acumatica ! 🌐https://www.linkedin.com/in/phambaotruong
      R
      Freshman II
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      • rfrantz
      • Author
      • Freshman II
      • June 17, 2026

      Thank you!

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