Follow the steps below if a customer makes a payment before the sales or service order has been created, changes their mind a couple of days later and now wants a refund. This is called an Unapplied Payment.

  1. Go to the customer profile.
  2. Select [Credit Memos] from the profile men.
  3. Look to see if there is an Open Credit Memo in the amount of the requested refund.  It will have a memo number similar to this example:  CRM0002998

  1. If there is a credit memo in the amount of the requested refund simply click on the credit memo to highlight it.
  2. Click on the [Options] button.
  3. Select [Refund Memo] and this will create a refund based on the selected refund payment method and close the credit memo.