Creating Refunds -- What Are My Options When Saving?

When creating a Refund for a record, initial setup is done on the Refund Billing Item.  When Financial Edge is installed, the option Allow users to create a Refund Check to be paid through Accounts Payable may be selected.

When this is marked on the Refund billing item, the Create Refund Check button is active on the Refund when it is added to the record:

When the check detail is entered, there are several options available when saving the refund check: Record and Close, Print Later and Close, or Print Now.  Each of these options allows you to handle the check differently, depending on printing preference.

Selecting Record and close indicates you will not print the check from The Financial Edge; you are only recording its association with this refund transaction – you are likely manually writing a check and delivering it to the intended recipient.  The Print Later and Close option sends the check to the register to be printed when you next complete a check print process.  Selecting the final option, Print Now, immediately sends the check to the printer to be printed from The Financial Edge.

For detailed information outlining the refund process, please review How to create a refund