Go to Solution.
Thank you for taking the time to put together such a detailed explanation. Greatly appreciated!!
A warm welcome from the Community, @marylpark.
You can create a check to record the refund and offset the customer’s open credit. Here’s how:
Once done, close out the payment transaction by linking the check with the overpayment. Follow the steps below:
For more information about the process, check out this article: Record a customer refund.
That should answer your concern for today.
Keep me updated on how this goes. I’m always here to help should you need anything else. Take care!
You're welcome, @marylpark.
It's always a pleasure to help.
If you have additional concerns, feel free to tag me, and I'll be right there to assist you. Have a good one!