To reverse a customer’s refund check

To reverse a customer’s refund check

If you haven’t already read the Customer Credits Overview, see Finding, removing and reversing customer credits for more information.

Use this procedure only if your transactions are unchangeable. See What are changeable and unchangeable transactions? for more information.

The customer credit you want to reverse should be displayed. If you need help doing this, see To find a customer credit before it’s settled, To find a customer credit after it’s applied or To find a customer credit after you’ve written a refund check for it.

Choose Reverse Credit from the Edit menu. After a few moments, a new transaction, with an amount exactly opposite of the refund check’s amount, will be displayed in the Settle Returns & Credits window.

If you want, you can make a few changes to the new transaction (such as the date and the memo), but you can’t change the amounts that are associated with it.

If you’re reversing a refund check from a previous accounting period, consider assigning a date from that period to the new transaction. This will allow your reports for that accounting period to reflect the proper amounts.

Click Record to record the new transaction. The Settle Returns & Credits window closes. The refund check is reversed.

Keep in mind that an outstanding customer credit exists again for this customer. To settle the customer credit, you can either apply the amount of the customer credit to the customer’s outstanding sales balance or write a new refund check to the customer for the amount of the customer credit.

See To apply a customer credit (from the Customer Payments window) and To write a refund check (from the Sales Register) for more information.

Keyword: credit invoices

To reverse a customer’s refund check