Refund with a Check
- Go to Transactions>Refunds
- Select "Create" in the Refund Grid
- Enter the required information. If you need to issue a physical check for the refund, be sure
to check the "create check" box. Save
- After you save your refund, it will be posted. You can go to Transactions>Disbursements to generate the physical check.
- You will select the refund and "Generate Print File" to follow the normal process of printing a check. The Type will reflect "refund" in your disbursement grid for easy filtering/searching later.