Associate Billing - Refund to Associate

Q. I have an associate that I billed for training, and I have closed the payment. Now, I have to refund the training materials. How do I go back into this and change the amount without it saying he has a credit?

A. The easiest thing to do is enter a credit invoice. Click the tab “Returns and credits”. Find the credit invoice, highlight and click “pay refund”. Then go to Banking and print checks. Print check, and you are done.

If the associate was initially charged by credit card and wishes to receive the refund by credit card, login to Forte and initiate (confirm if issued same day as charge) the credit card portion of the refund directly from Forte. NOTE: both the AccountEdge and the Forte steps are required when processing a refund to a credit card.

For more information on refunds and credit card processing through AccountEdge, please visit the AccountEdge Knowledge Base.