Print a Refund Check for a Customer

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Sometimes, you will need to issue a refund check to cover a customer credit. This would happen, for example, if you enter a customer credit memo for a sale on which payment was not received at the time of invoicing. It would also be true for customer credits on sales without invoice. To print a refund check, do the following:

From the Tasks menu, select Payments.
Select Customer for the type of ID you want.
Enter or select the customer ID that you want to pay.
Go to the line-item grid, and in the Description field, enter a reason or reference for the refund.
In the Amount field, enter the amount of the refund.
Click Print.
From the dialog box, select the check disbursement form that you want to use.

Tip: If you want to print item descriptions on your check stubs (as well as item quantity, item ID, and item amount) choose the OCR Multi-Purp AP Detail Cont or OCR Multi-Purp AP Detail Laser form when printing checks.

If you're unsure of how the check will be aligned, click Print Sample. This prints a sample check with placeholder text, instead of the actual check. If your checks have pre-printed numbers, this will use the first number, thus printing a void check. Make sure you enter the correct number. For example, if you aligned your forms as a practice using check #3002, make sure you enter check #3003 here (the last check number printed plus 1).
After the check aligns to your satisfaction, click Print.