How do I refund a customer with a credit on account?

To issue a refund to a customer with a credit on account, use the Maintain Customer Balances process.

1. Once you enter the Date and Customer Code, click the Keyoffs tab.

2. At the Reference field, select the line item (from the grid) containing the credit amount (a negative number).

3. At the Action field, select Refund, and then enter the Amount of money (negative) that you want to credit to the customer.

4. Click the Add button to update the grid.

5. Click the Save button to update the refund transaction.