Enhanced interface

Set up recording of customer refunds

To start recording customer refunds, first enable customer refunds in your Accounts Receivable configuration.

Before you begin

Before you enable customer refunds, you'll need to set up the following to support the new transaction type:

A journal to use when recording customer refund transactions, if you do not already have one.
Numeric document sequences for Sage Intacct to use when generating refund IDs. You'll need one for each entity and one to use at the top level.

Subscription	Accounts Receivable Administration
Regional availability	All regions
User type	Business user with admin privileges
Permissions	Administration Application subscriptions: List, View, Configure Users: List, View, and Edit
Restrictions	Customer refunds are not supported in transactions that use cash basis tax capture.

At the top level, go to Accounts Receivable > Setup > Configuration.
In Enable functionality, select Enable recording of customer refunds.
Under Account Settings, select a journal for Customer refunds.
This option is available only after you select Enable recording of customer refunds.
(Optionally) Update the Summary frequency for Customer refunds.
In Document sequencing, select the Customer refunds dropdown and then select the document sequence you created previously.
Select Save.
Slide into each entity and repeat the configuration setup.
Grant permissions to users.
As needed, grant Customer refunds: List, View, Add, Post, and Void permissions to users.
Learn how to assign role-based and user-based permissions.