Issue one refund check to a customer with multiple credits
QuickBooks Pro 2014
Customer was billed on two separate invoices. Customer paid both invoices. Customer returned both items. A credit memo was created for each return. How can I create one refund check for the total amount due back to the customer?
Customer was billed on two separate invoices. Customer paid both invoices. Customer returned both items. A credit memo was created for each return. How can I create one refund check for the total amount due back to the customer?
On a separate note: make sure that their checks have actually cleared the bank...'before' sending them a check.
ASKER
In the Print checks window the customer is listed twice.
As sophisticated as QB is, I was confident there must be a way to bring up the customer's outstanding credits and check on the one I want to use in the refund check. Very disappointed.
As sophisticated as QB is, I was confident there must be a way to bring up the customer's outstanding credits and check on the one I want to use in the refund check. Very disappointed.
I think if you have two cheques to EXACTLY the same customer name, it will combine on one stub when you print.
Try it is a test. The worst that can happen is that you get two cheques.
Try it is a test. The worst that can happen is that you get two cheques.
Have you tried what I suggested? If I create 2 cheques for any reason, QB prints 1 cheque. Try it and see.
ASKER
John Hurst - yes I tried it and two checks printed. I don't understand why if you have outstanding credits, and create an invoice you can open a window and select which credits to apply to the invoice. Yet you can't do the same when creating a refund check.
Strange. Whenever I have two cheques for the same name, I get one cheque printed. I have not tried your specific situation because it does not apply to me.
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ASKER
The solution is limited by the capabilities of the program.
However, make sure the Customer is the same, issue the credits and pay the refund, but do not print the cheque immediately.
When the credits are complete, go to the home screen, Print Cheques and it should combine the cheques because you have the same name.
If not, then there is no other way around it that I know.