Step 18 in the HELP topic for Customer Refunds is not correct. The credit already exists from an overpayment or credit issued after prior payment in full has been received. The point is that they have to apply the credit through cash receipts 3-3 against the newly created debit (that functions as the refund) to clear them off the aging.
by: Charlene D. | over a year ago | Accounts Receivable
Comments
Looks like now you have updated the help to completely eliminate why the refund is being made.
Refunds are typically caused by an overpayment, that when entered in the cash receipts window as an overpayment automatically creates the refund. Your instructions don't tell the user how to code this new "credit: you are having them create. AND more importantly, the cash receipt shows up as a negative deposit on the bank reconciliation. Not good.
I found your help topic on refunds and it clearly states the credit will be created.
Therefore, creating another credit is not going to balance the job.