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New to NetSuite | Issue Customer Refund to Fully Paid Invoice
A customer refund is a transaction that records a payment you make to a customer.
Scenario:
The customer wants to receive a refund for the invoice that has been paid in full.
Solution:
- Open the Fully Paid Invoice record
- Click Credit to create a Credit Memo
- On the Credit Memo page populate necessary fields
- Go to Items tab
- Select Item:
- If an inventory item is selected, credit memo record will have a GL impact to inventories
- If a GL impact to inventories is NOT preferred, as an alternate solution, select the Other Charge for Sale item (Enhancement # 81003 - Customer would like the ability to create a credit memo but not have to associate it with an item, rather an amount, SuiteAnswers:
Katerina Winklerova
Basic Accounting/ OTC/PTP Guru
0