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Searching in the Knowledge Base for how to issue a customer refund came up with a ten page document describing a rather convoluted procedure to accomplish this. I currently have ten customer refunds to issue and this seems remarkably difficult and rather silly to have to open a vendor account for each customer.
Bob Arnett
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I agree. It would be great if you entered a payment from your customer, and the system prompted you to issue the refund check at that point if it was an overpayment. We used QuickBooks before we began using viewpoint, and that's the way overpayments were handled. You could either save as a credit or refund, and the system created a check to refund the customer. I just spent an hour trying to issue a refund check to a customer.
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i agree Bob. The way some of the stuff we are told to do, it way to time consuming and doesn't leave a good audit trail. Why can't you just write a check back from A/R. Lots of companies get over payments during the course of the year.
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