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Customer Refund for prepayment , unable to key in finance charges


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On the payments and applications screen, type is customer refund and apply to documents of type prepayment, I’m unable to add finance charges. May I know what’s the logic behind where finance charges option is disabled for customer refund? And also, how can I process the finance charges?

Best answer by Kandy Beatty

HI @jechang 

According to help documentation, you can apply finance charges to credit memos and refunds:

 

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Kandy Beatty
Captain II
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  • Captain II
  • 2209 replies
  • Answer
  • June 21, 2022

HI @jechang 

According to help documentation, you can apply finance charges to credit memos and refunds:

 


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  • Freshman I
  • 17 replies
  • June 21, 2022
kbeatty21 wrote:

HI @jechang 

According to help documentation, you can apply finance charges to credit memos and refunds:

 

‘+’ sign is disabled. unable to add finance charges

May I know why the system does not allow to add charges for customer refunds? Thanks a lot!


Kandy Beatty
Captain II
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  • Captain II
  • 2209 replies
  • June 21, 2022

This is standard Acumatica functionality. My previous post should have said you CANNOT add the charges to refunds. Apologies for that. 


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