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customer refund

  • 10 November 2022
  • 4 replies
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Userlevel 3

Is there a way to print a check for a customer refund that is not tied to the credit memo process?  The GITHUB package is not an option.

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Best answer by Freeman Helmuth 10 November 2022, 19:28

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Userlevel 7
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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

Userlevel 4
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As @manikantad18  said, there is no other option outside of the github package.

However, we will be modifying the github package in the next 6-9 months so that credit memos are not required.

Badge +18

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?

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