User Support Forum

Has anyone issued a refund check for a credit memo in accounts receivable for a customer who is not going to have another payment to use it on? Thanks for your help!

Here's what you can do.

1). Look up the credit account that was posted when the credit memo was originally issued.

2). Issue a check in Accounts Payable. The credit account will be your checking account and the debit account will be the account identified in step 1.

3). Delete the credit memo in Accounts Receivable.

Thank you so much for your help!

Kathy