This is our first month of using Epicor. I’m having an issue processing a payment (refund to a customer).
We’ve created a credit note for the payment to be allocated against. Following the steps of Cash Receipt entry > new receipt > new invoice, it doesn’t bring up any credit notes and we can not post a negative receipt.
If I process it as a payment entry , I can only access Supplier accounts.
Please Help with the correct way of processing this.