Video Document - faq: refunds: refund check

To be able to create a refund check for a customer who has a credit on their account enable the following:

(Customer has a $50 credit on his account that you want to remove and pay via check to the customer)

Enable the option to create "Refund Check Journal Entries" in the Setup Wizard

Now create a R-Type invoice for the amount of the check you are writing to the customer

Choose the Check Tender type and type press ESC

This will bring up the "Issue Refund Check" window where you enter in the details such as the check # and any comments

Now that the check has been given to the customer and thier balance is $0.00, the payment needs to be applied to the credit balance to remove it from the system. First go to Accounts Receivable - Payments on Account - New Payment

Choose your customer and apply the payment against the credit balance

See Camtasia file:

Video source: faq:refunds:refund-cheque.flv