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accountsreceivable:utilities:printoverpaymentrefunds

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accountsreceivable:utilities:printoverpaymentrefunds [2020/09/08 14:19] – emorenoaccountsreceivable:utilities:printoverpaymentrefunds [2023/08/03 18:42] (current) – emoreno
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 <WRAP round intro>This utility is used to clear overpayments by allowing you to issue a refund check. <WRAP round intro>This utility is used to clear overpayments by allowing you to issue a refund check.
 +
 +To successfully process a refund, the **Vendor Nbr** field must be populated for the customer on the [[accountsreceivable:tables:customerinformation|Accounts Receivable > Tables > Customer Information]] page. The vendor number is assigned to the customer on the [[finance:maintenance:vendorinformation:vendornameaddress|Finance > Maintenance > Vendor Information > Vendor Name/Address]] tab.
 </WRAP> </WRAP>
  
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 A list of customers who are eligible to receive a refund check is displayed under **Available Customer Refunds**.  A list of customers who are eligible to receive a refund check is displayed under **Available Customer Refunds**. 
  
-VCV Select the customers who will be issued refunds. Use the following buttons to move the selected customers to the right side of the page.+VCV Select the customers who will be issued refunds.  
 + 
 +VCV Use the following buttons to move the selected customers to the right side of the page.
  
 {{page>general:fourarrowbuttons}}  {{page>general:fourarrowbuttons}} 
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 VCV Click **Next** to continue. The check records report page is displayed.  VCV Click **Next** to continue. The check records report page is displayed. 
  
-Under **Record Checks Printed**, the **Print Overpayment Summary** reports is selected+VCV Under **Record Checks Printed**, the **Print Overpayment Summary** reports is selected
 by default. by default.
  
  
-VCV Click **Update All** to update all records or click **Update Selected** to update only the selected +VCV Click **Update All** to update all records or click **Update Selected** to update only the selected records. 
-records.+ 
 +VCV Click **Update**. The Overpayment Summary report is displayed. [[general:printreport|Review the report.]] Otherwise, click **Cancel** 
  
-VCV Click **Update**. The Overpayment Summary report is displayed. Otherwise, click **Cancel**. 
  
-[[general:printreport|Review the report.]] 
  
  
accountsreceivable/utilities/printoverpaymentrefunds.1599574779.txt.gz · Last modified: 2020/09/08 09:19 (external edit)

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