I have a credit card refund and created a refund receipt, but in bank review it is not there when I go to match it (yes I checked the date to be sure it would be included in match) , yet the transaction is in the Customer's activity! How in the world do you match it when it never shows up? I even choose Refund Receipt (within match) and nothing shows up even when I choose dates for the whole year nothing! I can do a report on Refunds and there are several past & future?????
Thank you for trying some troubleshooting steps to resolve the issue, @kthyklsy.
Ideally, the refund receipt should show on the Match Transaction screen. However, take in consideration of the bank account selected on the refund receipt. Open the transaction once more then verify the bank and update the details if necessary.
In case everything is correct and still it's not showing on the Match Transaction window, please contact our phone team. They have the screen sharing access to conduct further investigation.
Keep me posted on the results or if you have follow-up questions. I'm still here to help and provide assistance. Wishing you and your business continued success!