Print a Refund Check for a Customer
How Do I...
Sometimes, you will need to issue a refund check to cover a customer
credit. This would happen, for example, if you enter a customer credit
memo for a sale on which payment was not received at the time of invoicing.
It would also be true for customer credits on sales without invoice. To
print a refund check, do the following:
- From the Tasks
menu, select Payments.
- Select Customer for the type of ID you want.
- Enter or select the customer ID that you want
to pay.
- Go to the line-item grid, and in the Description
field, enter a reason or reference for the refund.
- In the Amount
field, enter the amount of the refund.
- Select the Print
button.
- From the dialog box, select the check disbursement
form that you want to use.
- If you're unsure of how the check will be aligned,
select the Print Sample button. This
prints a sample check with placeholder text, instead of the actual check. If
your checks have pre-printed numbers, this will use the first number,
thus printing a void check. Make sure you enter the correct number. For
example, if you aligned your forms as a practice using check #3002, make
sure you enter check #3003 here (the last check number printed plus 1).
-
After the check aligns to your satisfaction, select the Print
button.
The check prints.
What do you want to do next?