I have a customer who returned product from a paid invoice after payment was applied. There was also added expenses refunded for freight and such. I entered a credit memo for the returned product and other expenses and applied partial payment to a smaller still open invoice. With the remaining balance I issued the customer a refund check. My question is how do I apply the remainder of the credit memo to the refund check so that the customer no longer shows a credit due?
I appreciate you for sharing complete details about your concern, @dal1cas2.
When a customer pays for an item and wants to return it for a full or partial refund. In this case, use Refund Receipt to record the reimbursement via cash or check.
To create a refund receipt:
1. Go the Plus (+) icon. 2. Choose RefundReceipt. 3. Select the same product/service you are refunding and enter the exact amount of the refund. 4. Enter the necessary information. 5. Click Save and close.
This solution does not seem to work as I already gave the customer a refund check. The customer's account now shows a refund due to them that was already give. What I need to do is find out how to mark this amount as no longer due to customer.