Sales

Settling customer credits

MYOB FirstEdge allows you to either apply a customer credit to one or more of the customer's sales balances or to issue a refund -- cash, check or credit card -- to the customer.

You can perform either of these tasks by clicking the Sales Register option in the Sales Command Center and then choosing the Returns & Credits tab.

You can also apply a customer credit or pay a refund using the Receive Payments window. If you're entering a payment from a customer and FirstEdge detects that this customer has an outstanding credit, an alert window will appear. Using the selections in the window, you'll be able to either automatically apply the entire amount to an open invoice or to open the Sales Register to select the invoices to which you'd like to apply the credit or create a refund. You can also exit the window and leave the amount as a customer credit.

Step by step

Related topics