The title is just "Credits" but the Credit Memo shows up. The refund check does not "appear in the bottom section of the window" or anywhere else in this window.)Select the Apply Existing Credits checkbox. You'll see the amount of the credit included in the Existing Credits field and the refund check in the bottom section of the window. Choose the customer to whom you just wrote the refund check. (There is no "Receive Payments" option under "Customers." I can go to "All Sales," "New Transaction," "Payment," and it will take me to "Receive Payments.") Here are the instructions with my comments in parenthesis. I want write a refund check but if I do that without connecting it to the credit memo, the credit won't go away. I just discovered a credit memo from 2015 created by a predecessor. I'm stumped as to how to resolve this one. I researched other questions and tried receiving customer payments and checked both checks items and clicked apply credits, but that only removed the 2 check items from the open invoices report and the credit memos still show as open invoices. When I run the Open Invoices report, both the credit memo and the refund are showing as open. I issued the "check" so the amount was removed from the bank account. The account defaulted to Accounts Receivable. That opened a check window prepopulated with the customer name and credit amount. Since I cannot create a "negative" sales order, I created a credit memo, then I clicked the icon at the top of the window which said Refund when I hovered over it. Now I need to capture that refund settlement that posted to my bank account. I needed to issue a refund to one of our credit card customers so I did so on credit card merchant site. We use Sales Receipts to capture the settlement amounts each day. Received online payments without invoices. (Quickbooks for Mac) Here's the scenario.
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