PeachTree Accounting Training

Refunding Money to a Customer

You may process customer returns via either credit or payment.  To begin either process, choose “Customers & Sales” from the menu on the left side of the screen.  In the “Customers & Sales” pane, select “Credits and Returns”

To process a credit:

Click <New Credit Memo> on the dropdown menu.  Select the customer, enter the information, and click <Save> in the upper left side of the screen just underneath the primary menu.

To make a payment to a customer:

Click <Make Payment to Customer> on the dropdown menu and complete the check.  When you are finished, you may save the check to be printed late by clicking <Save> in the upper left side of the screen just under the primary menu or you may print immediately by selecting <Print>.

Creating a Report for Customer Payments Due

You may generate a report to review customer balances due by choosing “Customers & Sales” from the menu on the left side of the screen, then “Reports” at the bottom of the “Customers & Sales” pane.

Choose “Accounts Receivable” under the “Reports” tab and then “Invoice Register” from the list of available reports.

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