Refunds: Related Reports and Forms

This topic describes the reports and forms you may review to gather information about the balance of customers for whom you issue refunds.

Note:

If you do not see a report or inquiry, this could mean that you have signed in to the system with a user account that does not have access rights to the form. Sign in as the admin user, or contact your system administrator.

Reviewing a Customer Balance and Documents

You can review the balance and documents of a particular customer by clicking Customer Details (under Inquiries) on the More menu of the Payments and Applications (AR302000) form with the refund selected on it. The system navigates to the Customer Details (AR402000) form, where the balance of documents with the Refund and Voided Refund types affects the customer's balance as a payment with a reverse sign.

Reviewing a Refund

You can review a refund on the AR Register Detailed (AR622000) form. To run the report, on the Payments and Applications (AR302000) form, you select the refund, and on the More menu (under Reports), you click AR Register Detailed.