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xTuple for Service Businesses Demo Guide |
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xTuple for Service Businesses Demo Guide |
| 5.2. Issuing Refunds | ||
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 | 5. Credits and Refunds |  |
So, we've posted a misc. credit memo for TTOYS. Now let's use the credit as the basis for a refund check. To create a refund check for TTOYS, follow these steps:
Go to .
Indicate the check should be written to a customer.
Enter "TTOYS" as the customer.
Specify today's date.
Enter the amount of the check (should be the same as the credit memo).
Add memo information (optional).
Select the Apply to Credit Memo option and enter the credit memo number in the Credit Memo field using the magnifying glass—or type the number manually.
Specify the EBANK bank account.
As you may recall, the check format for is defined on the Bank Account screen.
Add any notes you may need for reference (optional).
The screen should look as follows:
Once you've completed the check information, perform the final step:
Select the button.
Now that we've created the check, let's move to the Check Run screen to print and post the check. Keep in mind that xTuple offers support for both single and multi-part checks. The xTuple report writer actually enables you to design checks to match any format you might need. To print the check we created for TTOYS, follow these steps:
Go to .
Locate the check we just created.
Highlight the check.
Select the button, using the Selected Check option.
The screen should look at follows:
Notice on the Print Check screen that the next check number is shown. As we saw previously, the next check number is defined on the Bank Account screen. We are now ready to print the check:
Select the button.
Choose a printer from your operating system's printer dialog and print the check.
Click to indicate the check was printed successfully.
Once the check has been printed, the Check Run screen will be updated to show the check's printed status. A check must be printed before it can be posted. To post the check, follow these steps:
Highlight the check.
Select the button, using the Selected Check option.
The screen should look as follows:
On the Post Check screen there is one final step:
Click the button and choose the option for the selected check.
This completes the section on issuing credits and refunds to customers. In the next section, we will explore purchasing and making payments to vendors.
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| 5.1. Applying Credits |  | 6. Making Purchases |