Processing Customer Credits/Returns on Credit Cards

You can credit a customer credit card in multiple ways using the Credit Card Interface. You can credit an order automatically or manually by generating a credit memo.

To process a return by generating a credit memo:

  1. Create and post the credit memo using the standard process.
  2. If Auto Return is selected on the  Credit Card Interface Parameters form, the system generates a credit on the customer credit card for the amount paid on the original invoice, and you can skip the next step.
  3. If Auto Return is not selected, you must manually apply the credit memo to the applicable invoice. On the A/R Posted Transactions Detail form, select the new credit memo and click Pay With Credit Card. Use a reference of Invoice with the applicable credit memo number.
If a credit is displayed as an open credit, to be applied later to an invoice, you can automatically or manually credit the order:
  1. On the Credit Card Payments form, select the customer.
  2. In the Transaction Type field, specify Return.
  3. In the Reference field, specify Open.
  4. To automatically process the open payment:

    OR to manually process the open payment: