Add a customer refund
Add a customer refund to be processed in Accounts Payable.
| Subscription |
Accounts Receivable |
|---|---|
| Regional availability |
All regions |
| User type |
Business |
| Permissions |
Customer refunds: List, View, Add |
| Configuration |
-
Go to Accounts Receivable > All > Payments and select Add (circle) next to Refunds.
-
Select the customer.
The Available credits list updates to show credits that have balances available to refund.
- Optionally, change the Pay to contact, provide a reference, or upload an attachment.
- Enter the date when you want to refund the customer.
- In the Payment method dropdown list, select Process in AP.
-
If your company has multi-curency transactions enabled, enter currency information.
Intacct filters the list of credits to match the Credit currency you select.
- Select the credits to refund.
- Adjust the Refund amount for any credits that you’re partially refunding.
- Select Post or Draft.
When you post the refund, a bill is created in Accounts Payable. Follow your usual Pay bills workflow to issue the payment.
