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Customer Refund for prepayment , unable to key in finance charges

  • 21 June 2022
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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?

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Best answer by Kandy Beatty 21 June 2022, 15:53

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Userlevel 7
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HI @jechang 

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

 

Userlevel 2
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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!

Userlevel 7
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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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