Frequently Asked Questions
What happens if I issue a refund and the batch is posted?
If you issue refund check and the batch is posted before the batch containing the customer
payment, the refund amount will be posted to the unapplied cash account. When you then post
the batch containing the payment, the refund amount will be transferred from the unapplied
account.
Cannot find the refund product in the lookup?
If you are using multi-currency, only payment products that match the invoice currency will be
displayed in the lookup payment results. For example, if the invoice is USD and you are trying to
process a payment in EUR, on the USD products will display.
What if I need to change the Customer, will it update the Payee?
Yes. Changing the Customer Account/Customer Contact will automatically update the fields in
the Payee information section of the payment record.