Add a customer refund

Add a customer refund to be processed in Accounts Payable. Refunds processed in Accounts Payable generate AP purchase invoices that can follow or skip standard AP purchase invoice approval workflows, depending on your Accounts Payable configuration. Then, follow your usual Pay AP purchase invoices workflow to issue the payment.

1. Go to Accounts Receivable > All > Payments and select Add (circle) next to Refunds.

2. Select the customer.

   The Available credits list updates to show credits that have balances available to refund.

3. Optionally, change the Pay to contact, provide a reference, or upload an attachment.
4. Enter the date when you want to refund the customer.
5. In the Payment method dropdown list, select Process in AP.

6. If your company has multi-curency transactions enabled, enter currency information.

   Intacct filters the list of credits to match the Credit currency you select.

7. Select the credits to refund.
8. Adjust the Refund amount for any credits that you’re partially refunding.
9. Select Post or Draft.