Payment to customer

Hi Everyone,

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.

To process the customer refund, create a Misc. Payment and pay to the customer by selecting a clearing account. Then adjust the credit note by selecting the same clearing account.