Issue a Refund Check in Microsoft Dynamics GP

by | May 16, 2018 | Dynamics GP

Need to issue a refund check in Microsoft Dynamics GP? You can cut a check directly out of payables in Microsoft Dynamics GP by using the ‘refund checks’ functionality. All you need to do is set up a customer/vendor relationship. This must be done in order for the refund checks functionality to work. That can be done in Tools>Setup>Company>Customer/Vendor Setup

Once that is set up you’re ready to issue refund checks. Go to ‘create refund checks’ and create a batch.

Select the checkbook you want to use, choose the client you want to refund and the amount you want the refund to be. It will default to the full amount of overpayment but you can adjust the number as you see fit.

This creates a debit memo in receivables to apply to that payment. An invoice and check payment are automatically generated in payables.

Issue a Refund Check

The refund check is then ready to print.

Issue a Refund Check

Need help or have further questions? Contact the experts at Stoneridge Software.

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