customer refund

Hi @lori00 As you mentioned we don't have an option on this

The functionality to actually PRINT a check for an AR refund does not exist.  You must use this Customization package from GitHub.

https://github.com/Acumatica/PrintCustomerRefundPkg

Thanks

Hello,

How to issue a customer Refund in Acumatica. 

1. In AR Payments & Applications, enter & release a document of Type Customer Refund. using a Customer Clearing account on the line(s) where the revenue account normally appears. On the Documents to Apply tab, add in the open document to be refunded (Credit Memo, Payment, or Prepayment).
2. If the customer is not already a vendor, in the Customer profile screen, click the (...) actions menu and choose Extend to Vendor. Acumatica will create the related vendor for this customer.
3. In AP we can enter either a Bill followed by a Check, or we can enter a Quick Check using a printable Payment Method.  On the Bill or Quick Check, use Customer Clearing account from step 1 where an expense account normally appears on the line. Use the Cash Account from which the payment will be issued to the customer. Print & release check.

Is this GITUB PrintCustomerRefundPkg customization compatible with 2023R1?

Any update @Freeman Helmuth?

Unfortunately it wasn’t high enough priority for us to get it done back then, but we are looking at including it in this coming quarter’s cycle of Acumatica dev. If there’s community request for it we can possibly prioritize a bit more.

​@Laura02 ‘s solution works as well, but you have another account to reconcile then

Waiting for this to be resolved. It would be nice if we could link the customer account to an accounts payable account… press the refund button, and have it automatically create an accounts payable invoice leading to a check.