Make it more user friendly and faster to issue refund checks to customers. The current method of doing the AP to AR clearing and then creating a check that doesn't print any information relevant to the customer on the stub is very time consuming. Why can't there just be an option right inside AP manual check entry to choose whether you want to issue check for customers or vendors. When you choose customers from a drop down, it lets you enter the customer # and then you can pick the credit memo the customer has on file and print a check to refund it. When you post everything posts to all the appropriate GL accounts. Same would be true is you choose vendors from that drop down.
by: Kevin T. | over a year ago | General Enhancements
Comments
Don't forget some customers will be using the Credit Card module
Jim
Credit memos applied to the original invoice paid by credit card, will automatically refund the credit memo back to the original credit card used.
Currently, once I update the Refund, I then create an adjustment through AP Entry and key a comment that displays on the check. It time consuming so being able to have the credit(s) being refunded display would be helpful.