Using NolaPro > Billing > Invoices
Refund Credit
Refund a credit balance on customer account by check, cash or other.
  1. From Main Menu select Billing -> Invoices -> Refund Credit. Your screen should look similar to this:

    1. Invoice #: If the refund is for a specific invoice, you can enter that number here. If the refund will cover multiple invoices, leave this field blank.

    2. Customer Name: Enter Customer Name (or any portion of the name) to bring up a drop-down of possible matches. If you want to search by phone, zip code, etc., use the Lookup button for detailed searches.

  2. When you have made your entries, click on the Next button to continue. Your screen will now look similar to this:

    3. You will see a list of invoices that match the selection. You can then select which ones you want to be included in the refund check.

    As you check-mark those invoices (credits) to be refunded, the check total will automatically update.

    1. Check Date: This will default to the current date, but can be changed by entering the date or selecting the date using the Calendar button.

    2. Pay How: Select method of refund from the drop-down list.

    3. Checking Account: Pick which checking account (unless you only use one) the refund should be written on.

    4. Endorser: This will default to the usual endorser name for this checking account, but can be overwritten.

    5. Check Number: The check number will default to the next check number for the checking account chosen, but can be changed.

  3. When you have selected the correct invoices, click on Create Refund button to create the refund record (or check).

  4. Your screen will now look similar to this:

  5. Click on the check number to print a copy of the check.

  6. Click on the Back button to return to the first screen.