How to issue a customer refund 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, or if they have no balance at all and there isn’t a credit note in the system already?

Resolution

1.) Credit Note Invoice in the system

If the customer has a credit note already, you can proceed to enter in an AR 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 a Credit Note Invoice through the Invoice Entry screen
After posting the CN Invoice, continue with steps from number 1 to create the refund