Use this procedure when a customer makes a down payment on goods or services
and then cancels the order.
Note: This procedure assumes that you recorded the down payment in
the Receive Payments window. To ensure proper accounting, you must record down
payments in the Receive Payments window instead of the Make Deposits
To do this task
Go to the Banking menu and click Write Checks.
Fill in the customer's name and the check amount.
(Optional) Enter a memo to remind yourself what the check was for.
In the Account field of the detail area, assign the check to Accounts
Save the check.
After you record the check, you must apply the check as a "credit"
against the customer's down payment in the Receive Payments window. This
ensures correct accounting for the check.
Go to the Customers menu and click Receive Payments.
Enter the customer's name in the Received From field, but leave the amount at $0.00.
Click Discount & Credits. Make sure that the check you wrote is selected
in the detail area of the payment. If any invoices are selected, clear the
checkmarks by the invoices.
Save the transaction.
Handle down payments and