AR Credit Note Entry

If the user has access to the AR Refund Entry form, the Create refund button is enabled on the AR Credit Note Entry form. If the Accounts Receivable Module Control option Refunds only allowed for credit balance is selected, the button is active if the customer has a credit balance. The button is positioned next to the Period end date on the main tab.

Create refund

Click this button to open the AR Refund Entry form, populated with the credit note customer's details, and available items to refund.

Where the credit note has an available item to refund (unapplied or partially applied), it is pre-selected as a refund item for the unapplied amount. If the Accounts Receivable Module Control option Unapplied refunds allowed is selected, and an unapplied refund already exists for the customer, the unapplied refund is returned with the unapplied credit note also selected to be refunded.

Note: For some credit card payment gateways to adjust transaction fees, they require the credit card refunds to pass the transaction ID of the original payment back to the credit card gateway. If a refund is created from the AR Credit Note Entry form, this link is not added automatically. You must add it to the refund using a linked receipt.