HowTo:Refund Unapplied Payment: Difference between revisions
Admin.Pamm (talk | contribs) Created page with "To issue a check for an unapplied payment amount, go to the Pay AR Invoices Screen, then: ::1. Select the unapplied payment line and nothing else (this filters the Invoices t..." |
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::3. Click <b>Record Payment</b> button | ::3. Click <b>Record Payment</b> button | ||
::4. Click <b>No</b> to this prompt: | ::4. Click <b>No</b> to this prompt: | ||
::[[File:UnappliedPymt1.png]] | |||
::5. Cick <b>Yes</b> to this prompt: | ::5. Cick <b>Yes</b> to this prompt: | ||
::[[File:UnappliedPymt2.png]] | |||
::6. A new check record is created. | ::6. A new check record is created. | ||
Note: All payments are considered a “check” in Epiphany. If a physical check is not the payment method, the only difference is after the check is created, change the Checking GL Account number from cash to the appropriate GL Account (i.e. PayPal) on the Check Screen, and then “Print” the “check” like you would any other non-physical check. | Note: All payments are considered a “check” in Epiphany. If a physical check is not the payment method, the only difference is after the check is created, change the Checking GL Account number from cash to the appropriate GL Account (i.e. PayPal) on the Check Screen, and then “Print” the “check” like you would any other non-physical check. | ||