AR Receipt Entry

If the user has access to the AR Refund Entry form, the Create refund button is enabled on the Items Paid tab on the AR Receipt Entry form. If the Accounts Receivable Module Control option Refunds only allowed for credit balance is selected, the button is enabled if the customer has a credit balance.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Create refund

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

Where the receipt has an available item to refund, it is pre-selected as a refund item. If the receipt is partially applied, the unapplied receipt amount is selected to refund and linked to the receipt.

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. This link is added if a credit card refund is created from the AR Receipt Entry form.