HowTo:Refund Unapplied Payment

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 to Pay by that Customer)

2. Select the unapplied payment line again and nothing else (it will appear highlighted)

3. Click Record Payment button

4. Click No to this prompt:

5. Cick Yes to this prompt:

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.