Processing a Customer Refund
There will be times when you need to refund customers some of the money they paid you for products or services. Processing a refund in Sage 50 correctly is a three-part process:
- Enter a credit memo for the item being returned or the amount that you are removing from the customer's balance. How do I enter a customer credit memo?
- Use the Payments window to enter and print the refund check for the customer. How do I enter a refund check?
- Reconcile the credit memo and the check on a receipt. How do I do this?