Creating a Customer Refund

Overview

Once in a while, you might need to issue a refund check to a customer for overpayment or for a credit memo.

Create a Negative Customer Receipt

1. Enter the Customer that you want to issue the refund to.

2. Enter your Check number in the Document No. field.

3. Enter the Amount of the payment. The amount should be negative.

4. Enter the Document Date of the payment.

5. Update the Bank Account that you want to write the check from.

6. Update the Payment Method to Check.

7. Update the Payment Type to Customer Refund.

Once the Customer Receipt information has been entered, Save and Post the negative receipt.

• If the refund is for an overpayment, apply it to the Customer Receipt that has the remaining balance.

• If the refund is for a return or a credit memo, apply it to the related sales credit memo.

  • Applying Customer Receipts

Article Creating-a-Customer-Refund  ·  Last updated October 02, 2025 · GoldFinch ERP Help Center