Refunding Customer Credits

A credit can be refunded to a customer using the following methods:

  1. Cash is taken from a cash drawer or petty cash.

  2. Payment card such as a credit or debit card.

  3. Check by generating an AP check

  4. Existing gift card

  5. Issuing a new gift card: Review Payment Card Processing > Gift Cards > Voiding, Crediting, or Changing the Value of a Gift Card for instructions to issue a new gift card that contains the credit.

  6. Apply to invoices:  Review Processing Customer Credits to apply the credit to other outstanding invoices

Complete the following steps to refund a credit to a customer using cash, a check, payment card or an existing gift card.

  1. Open the Customer Payments window by selecting Sales > Customer Payments from the main EBMS menu.

  2. Enter the Customer ID to list the credit invoices.  

  3. Select either of the following Payment options:

    1. Select Cash only if the credit is being reimbursed using cash.

    2. Select Credit / Debit Card to refund to a payment card.  

    3. Select Gift Card if the credit is being reimbursed to a gift card.

    4. Use the Check option to print an AP check to credit the customer as shown below:  

  4. Enter the Amount of the credit into the Amount entry using a negative value. The credit amount must be entered as a negative value to identify the credit verses a standard payment.

  5. Enable the Print Check to print a refund check for the customers credit and set the Cash Account to the bank account that you wish to use to refund the credit. Using the following step if a payment other than a check is used:

    1. Select Cash and set the proper Cash Account or petty cash account that is used to pay the cash.

    2. Select Credit / Debit Card to refund back to the customer's payment card.  

    3. Select Gift Card to credit back to an existing gift card.  Review Payment Card Processing > Gift Cards > Voiding, Crediting, or Changing the Value of a Gift Card for instructions to issue a new gift card that contains the credit.

  6. Enable the Show Sales Order if a check is being applied to a sales order instead of a sales invoice.

  7. Mark the Pay column for the credit invoice you wish to refund.

  8. If the Payment amount equals the customers Payment Total, click the Pay Customer button and the following wizard will open.

  9. Verify the customer that is receiving the refund. Continue with the process by clicking OK.

  10. The following print screen will appear. Choose the correct Printer and click Print.