Refund Unapplied Cash

When the Customer has Unapplied Cash on account to be refunded, use the following steps to issue a check.

1. Enter a negative payment for the amount of the Unapplied Cash, selecting Adjustment as the Pay Method in the Payment grid.
2. Deselect all rows in the Invoice grid.
3. Select the Use U/A Cash and Issue Check options and save the payment.
4. The Quick Check screen appears showing the Date, Check #, and Customer Name and Address. Confirm the check number and select the appropriate print option. Select Save to save/print the check.