Receivables & Collections

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Topic

    Ravi Upadhyayulla
    Customer RefundsAnswered
    Topic posted August 15, 2018 by Ravi UpadhyayullaBlue Ribbon: 750+ Points, last edited January 30, 2019, tagged Financials, Payables, Receivables 
    150 Views, 3 Comments
    Title:
    Customer Refunds
    Summary:
    Refund to customer/party/supplier through AP
    Content:

    Hi,

    Customer paid excess amount on an open invoice. Receipt was applied and the balance was refunded to customer. Entered some comments on the receipt (hoping it will show on the payment request description in AP).

    Aren't the comments or any attachments from the receipt be applied/transferred/linked to the payment request.

    Thanks

    Ravi

    Best Comment

    James McBride

    Ravi,

    If you key a Remittance Messages on a refund this will transfer to the Payment Request and show up on the Installments tab under Remittance Messages. For those comments to show up on your check or remittance you will need to customize items those so that the column is displayed. We did this for our refunds at my organization. The remittance message was placed in a column on our check remittance.

    James

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