Forum Discussion

Lexie32's avatar
Lexie32
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 someon...
  • LRBooks61's avatar
    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's avatar
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

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