In this how to video, UG Expert Jo deRuiter explains how to quickly create a customer refund in Business Central, which can be done in a few ways.
Highlights
00:25 — To start the process of creating a customer refund, navigate to Cash Management, select a Payment Journal, and go into the Payment Register. Pay careful attention to the Posting date, Document date, and and Document type.
01:31 — Next, Jo demonstrates how to create a customer refund without applying it. Simply enter the refund amount, and ensure the payment type is set to “Computer check.”
02:00 — For a refund, you need a posted credit memo that hasn’t been closed. In her example, Jo reviews the process of creating a refund for a customer who has an open credit memo that hasn’t been applied.
04:01 — Refunds can be processed in multiple ways. Jo explains “You don’t have to apply it the same as if you’re cutting a check to a customer or a vendor… You can enter the payment and apply later.”
The post How to Quickly Create a Customer Refund in Business Central appeared first on Dynamics Communities.