How to Cut a Customer a Check

Unfortunately, there is no out of the box solution to this. There are some options when using a credit cards etc. If it is a one off, then do some manual transactions and record through memos / offline.

From: Anthony Gercar agercar@... [vantage]
Sent: ‎17/‎11/‎2015 18:21
To: vantage@yahoogroups.com
Subject: RE: [Vantage] How to Cut a Customer a Check

 
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It would be nice to have the ability to track that as they are a customer…instead of creating a supplier…

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Tuesday, November 17, 2015 1:09 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] How to Cut a Customer a Check

 

 

Make them a vendor in your system….create check….yep that easy!

Manasa

 

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Tuesday, November 17, 2015 12:29 PM
To: vantage@yahoogroups.com
Subject: [Vantage] How to Cut a Customer a Check

 

 

This may be a real "softball" question but we don't know...

 

We overbilled a customer and need to issue them a check to refund their money.  What are the steps to take to do this?

 

We know how to create a Credit Memo, but how do we then issue a check against the Credit Memo.

 

We are on E10.

 

Cheers,

Charlie Payne

Hendrick Screen Company

IMPORTANT NOTICE FROM API: This communication, including any attachments, contains information that may be confidential or privileged and is intended solely for the entity or individual to whom it is addressed. If you are not the intended recipient, please contact the sender immediately and delete this message. Any unauthorized disclosure, copying or distribution of this message is strictly prohibited.

IMPORTANT NOTICE FROM API: This communication, including any attachments, contains information that may be confidential or privileged and is intended solely for the entity or individual to whom it is addressed. If you are not the intended recipient, please contact the sender immediately and delete this message. Any unauthorized disclosure, copying or distribution of this message is strictly prohibited.

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[The entire original message is not included.]

This may be a real "softball" question but we don't know...


We overbilled a customer and need to issue them a check to refund their money.  What are the steps to take to do this?


We know how to create a Credit Memo, but how do we then issue a check against the Credit Memo.


We are on E10.


Cheers,

Charlie Payne

Hendrick Screen Company

Make them a vendor in your system….create check….yep that easy!

Manasa

 

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Tuesday, November 17, 2015 12:29 PM
To: vantage@yahoogroups.com
Subject: [Vantage] How to Cut a Customer a Check

 

 

This may be a real "softball" question but we don't know...

 

We overbilled a customer and need to issue them a check to refund their money.  What are the steps to take to do this?

 

We know how to create a Credit Memo, but how do we then issue a check against the Credit Memo.

 

We are on E10.

 

Cheers,

Charlie Payne

Hendrick Screen Company

IMPORTANT NOTICE FROM API: This communication, including any attachments, contains information that may be confidential or privileged and is intended solely for the entity or individual to whom it is addressed. If you are not the intended recipient, please contact the sender immediately and delete this message. Any unauthorized disclosure, copying or distribution of this message is strictly prohibited.

IMPORTANT NOTICE FROM API: This communication, including any attachments, contains information that may be confidential or privileged and is intended solely for the entity or individual to whom it is addressed. If you are not the intended recipient, please contact the sender immediately and delete this message. Any unauthorized disclosure, copying or distribution of this message is strictly prohibited.

It would be nice to have the ability to track that as they are a customer…instead of creating a supplier…

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Tuesday, November 17, 2015 1:09 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] How to Cut a Customer a Check

 

 

Make them a vendor in your system….create check….yep that easy!

Manasa

 

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Tuesday, November 17, 2015 12:29 PM
To: vantage@yahoogroups.com
Subject: [Vantage] How to Cut a Customer a Check

 

 

This may be a real "softball" question but we don't know...

 

We overbilled a customer and need to issue them a check to refund their money.  What are the steps to take to do this?

 

We know how to create a Credit Memo, but how do we then issue a check against the Credit Memo.

 

We are on E10.

 

Cheers,

Charlie Payne

Hendrick Screen Company

IMPORTANT NOTICE FROM API: This communication, including any attachments, contains information that may be confidential or privileged and is intended solely for the entity or individual to whom it is addressed. If you are not the intended recipient, please contact the sender immediately and delete this message. Any unauthorized disclosure, copying or distribution of this message is strictly prohibited.

IMPORTANT NOTICE FROM API: This communication, including any attachments, contains information that may be confidential or privileged and is intended solely for the entity or individual to whom it is addressed. If you are not the intended recipient, please contact the sender immediately and delete this message. Any unauthorized disclosure, copying or distribution of this message is strictly prohibited.

Hhhmmm…may not work this way at all but I may trigger something for you to think about if you are good at programming….

If the IDS were the same (customer and vendor) maybe force a foreign key view to add the vendor tracker info to the customer tracker screen….I don’t think that would work, but there has to be a way to publish the vendor information linked back to the customer screen and vice versa based on the name field or something….I also drank a lot of coffee today so I could be way off my tracker!  J

Manasa

 

 

 

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Tuesday, November 17, 2015 1:21 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] How to Cut a Customer a Check

 

 

It would be nice to have the ability to track that as they are a customer…instead of creating a supplier…

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Tuesday, November 17, 2015 1:09 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] How to Cut a Customer a Check

 

 

Make them a vendor in your system….create check….yep that easy!

Manasa

 

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Tuesday, November 17, 2015 12:29 PM
To: vantage@yahoogroups.com
Subject: [Vantage] How to Cut a Customer a Check

 

 

This may be a real "softball" question but we don't know...

 

We overbilled a customer and need to issue them a check to refund their money.  What are the steps to take to do this?

 

We know how to create a Credit Memo, but how do we then issue a check against the Credit Memo.

 

We are on E10.

 

Cheers,

Charlie Payne

Hendrick Screen Company

IMPORTANT NOTICE FROM API: This communication, including any attachments, contains information that may be confidential or privileged and is intended solely for the entity or individual to whom it is addressed. If you are not the intended recipient, please contact the sender immediately and delete this message. Any unauthorized disclosure, copying or distribution of this message is strictly prohibited.

IMPORTANT NOTICE FROM API: This communication, including any attachments, contains information that may be confidential or privileged and is intended solely for the entity or individual to whom it is addressed. If you are not the intended recipient, please contact the sender immediately and delete this message. Any unauthorized disclosure, copying or distribution of this message is strictly prohibited.

IMPORTANT NOTICE FROM API: This communication, including any attachments, contains information that may be confidential or privileged and is intended solely for the entity or individual to whom it is addressed. If you are not the intended recipient, please contact the sender immediately and delete this message. Any unauthorized disclosure, copying or distribution of this message is strictly prohibited.

IMPORTANT NOTICE FROM API: This communication, including any attachments, contains information that may be confidential or privileged and is intended solely for the entity or individual to whom it is addressed. If you are not the intended recipient, please contact the sender immediately and delete this message. Any unauthorized disclosure, copying or distribution of this message is strictly prohibited.