Frequently Asked Question

1. Create type 0 Invoice (plus amount) in A/R transaction input and use Invoice as CR REFUND and use Reference as the Invoice number to be refunded and use proper GL distribution to Bad Debts or Collections account

1.1. Complete A/R transaction process, i.e.  transaction edit list and transaction update to zero the account

2. Create a zero amount Cash Receipts and pay off credit balance and CR REFUND invoice

2.1 Complete A/R cash receipts process, i.e. cash receipts edit list and cash receipts update (to flag the transaction entry in step 1 as paid)