Forum Discussion

Experienced Cover User

3 years ago

customer refund error - amount may not be greater than the credit

Hi Team

A customer has a big credit balance and i want to pay him a part refund for this amount but I am getting the message that the refund exceeds the credit balance. Not sure why...can someone enlighten me?

Is there a different report that I need to take into account?

Thanks

Alex

LRBooks61
3 years ago
I have a feeling that you may have to do these one at a time.

I would change the account to electronic clearing /undeposited funds so that when you pay it you can clear it in bank feeds against that account.

I can't see any other way around it

sorry - not very helpful

Lisa

LRBooks61
Ultimate Cover User
3 years ago
Hi Alex

The only thing I can think off is that the customer may have more than one credit and it is selecting one to refund that is a lesser amount.

Go into settle returns and credits and see what comes up in the screen ( search for customer also)
You can only pay the refund amount recorded for each credit note, If you pull up the customer you may be able to select all the credits
Hope this helps

Lisa
- Lexie32
  Experienced Cover User
  3 years ago
  Thanks Lisa
  
  When i go into the returns & credits for that customer I get this list of credits which adds up to the $235 credit total. But then when i click on the Pay Refund it only allows me to refund a maximum of $40.
  I have no idea what the issue is - tried to phone support but there is an hours wait on the phone.......
  
  Thanks
  Alex
  - LRBooks61
    Ultimate Cover User
    3 years ago
    I have a feeling that you may have to do these one at a time.
    
    I would change the account to electronic clearing /undeposited funds so that when you pay it you can clear it in bank feeds against that account.
    
    I can't see any other way around it
    
    sorry - not very helpful
    
    Lisa