How to issue a Refund against Credit Note in Sage 300
Summary
How can you enter in an AR Refund to a customer if there is a credit note in the system for that customer?
Resolution
- Credit Note Invoice in the system
- If the customer has a credit note, you can process a refund in the AR Refund Entry screen.
- Enter any details and descriptions
- Enter the Customer Number
- Click the button for “Cash Payment” or “Check Payment” to enter any additional details or to select “Print Check” box
- From the Details section select the “Document Number” finder and the CN Invoice to use for the refund
- Continue to add/insert lines and select additional Credit Notes if applicable
- Click Add button to save and post
2. Credit Note Invoice not in the system
- If a credit note is not already in the system for this customer, follow the normal procedures to enter in an Credit Note Invoice through the Invoice Entry screen
- After posting the CN Invoice, continue with steps from number 1 to create the refund