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Does Issuing a refund for a credit memo for a previous invoice that has been fully paid required the

edited Oct 28, 2020 3:38PM in Receivables & Collections 6 comments

Summary

Does Issuing a refund for a credit memo for a previous invoice that has been fully paid required the original receipt to be unapplied?

Content

Scenario, Sales order and invoice done for $100.00

Payment received from the customer for 100.00.  Invoice applied.

Following the receipt of the customer payment, the customer has sent a return of some of the goods for $10.00.

We want to use the AP refund process to issue a check to the Customer for the $10.00.

Do we have to unapply the customer payment of $100 for the original invoice in order to issue an AP refund check to the customer?

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