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

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's avatar
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's avatar
    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

    • Lexie32's avatar
      Lexie32
      Experienced Cover User
      3 years ago

      Thanks Lisa - I will see how I go.

       

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