A/R Refunds 

26 STEPS

1. From the Folder open the A/R Tab.

2. Click Refund

3. Select the Refund Type:
Click Company Check

4. Enter the refund date.
Click 07/10/2024

5. Enter the Refund Amount.
Type 500.00 and select who to refund.
Click Customer

5b. Click

6. Open the Pay To Dropdown and select the customer.

7. The Notes box is for internal notes.
The Check Note box is for any note you want printed on the check.

8. If a check is being printed, the customer address that is stored in the folder or the insurance address will print on the check.
You can override this by entering an address here.

9. Click Save.

10. The refund line is now in the folder.

11. Open the Accounting Tab

12. Click Refunds

13. Click Pending Processing

14. Select the refund check to print.

15. The check date will default to the current date, you can change this here.

16. Select the bank to print the check from.
Select Wells Fargo

17. Click Create Checks

18. Click Print Refunds

19. Unselect the checks you do not want to print.

20. Click Sel Row 2

21. Rusty Corrozian is the only check selected.
In Nexsyis, you must have check printing permissions to print a check.

You will enter your password and click the print icon.

22. The check will open on the desktop to print.
Select the Print Icon.

23. Your printing option menu will open.
Select the correct printer.

24. Click Print.

Your check will print from your check printer.

25. Click OK

26. The refund has now been posted and printed.