Solved

Issue one refund check to a customer with multiple credits

Posted on 2014-10-24
9
673 Views
Last Modified: 2014-10-28
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?
0
Comment
Question by:Lindahq
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
9 Comments
 
LVL 94

Expert Comment

by:John Hurst
ID: 40403293
I have not dealt with that specific situation.

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.
0
 
LVL 19

Expert Comment

by:Rob Hutchinson
ID: 40403335
On a separate note: make sure that their checks have actually cleared the bank...'before' sending them a check.
0
 

Author Comment

by:Lindahq
ID: 40403367
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.
0
Independent Software Vendors: We Want Your Opinion

We value your feedback.

Take our survey and automatically be enter to win anyone of the following:
Yeti Cooler, Amazon eGift Card, and Movie eGift Card!

 
LVL 94

Expert Comment

by:John Hurst
ID: 40403369
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.
0
 
LVL 94

Expert Comment

by:John Hurst
ID: 40403404
Have you tried what I suggested?  If I create 2 cheques for any reason, QB prints 1 cheque. Try it and see.
0
 

Author Comment

by:Lindahq
ID: 40403452
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.
0
 
LVL 94

Expert Comment

by:John Hurst
ID: 40403454
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.
0
 
LVL 7

Accepted Solution

by:
Katie Pierce earned 500 total points
ID: 40409697
It's a lot of hassle for the convenience of one check, but the only way I could find to do it is to create a "new" invoice for the total of the credits, apply both credits to it, then issue a refund on that one invoice, which would create a single credit.  You could then use that to issue a single refund check.

It all comes out even in the end, but is convoluted and would probably irritate an auditor like heck.

Other than that, you're right, there's no way.
0
 

Author Closing Comment

by:Lindahq
ID: 40409798
The solution is limited by the capabilities of the program.
0

Featured Post

PeopleSoft Has Never Been Easier

PeopleSoft Adoption Made Smooth & Simple!

On-The-Job Training Is made Intuitive & Easy With WalkMe's On-Screen Guidance Tool.  Claim Your Free WalkMe Account Now

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Workbook link problems after copying tabs to a new workbook? David Miller (dlmille) Intro Have you either copied sheets to a new workbook, and after having saved and opened that workbook, you find that there are links back to the original sou…
Access developers frequently have requirements to interact with Excel (import from or output to) in their applications.  You might be able to accomplish this with the TransferSpreadsheet and OutputTo methods, but in this series of articles I will di…
This Micro Tutorial will demonstrate on a Mac how to change the sort order for chart legend values and decrpyt the intimidating chart menu.
Although Jacob Bernoulli (1654-1705) has been credited as the creator of "Binomial Distribution Table", Gottfried Leibniz (1646-1716) did his dissertation on the subject in 1666; Leibniz you may recall is the co-inventor of "Calculus" and beat Isaac…

756 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question