Printing Refund Checks

 

Tutorial: 

 

26 STEPS

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

Step 1 image

2. Click Refund

Step 2 image

3. Select the Refund Type:
Click Company Check

Step 3 image

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

Step 4 image

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

Step 5 image

5b. Click

Step 5b image

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

Step 6 image

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

Step 7 image

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.

Step 8 image

9. Click Save.

Step 9 image

10. The refund line is now in the folder.

Step 10 image

11. Open the Accounting Tab

Step 11 image

12. Click Refunds

Step 12 image

13. Click Pending Processing

Step 13 image

14. Select the refund check to print.

Step 14 image

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

Step 15 image

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

Step 16 image

17. Click Create Checks

Step 17 image

18. Click Print Refunds

Step 18 image

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

Step 19 image

20. Click Sel Row 2

Step 20 image

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.

Step 21 image

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

Step 22 image

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

Step 23 image

24. Click Print.

Your check will print from your check printer.

Step 24 image

25. Click OK

Step 25 image

26. The refund has now been posted and printed.

Step 26 image

Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2404703/Creating-an-A-R-Refund-in-the-Folder-and-Printing-an-A-R-Refund-Check

 

Open Accounting / Accounts Receivable / Refunds

Select the "Pending Processing" tab

Use the checkboxes under the "Sel" column to select the Refunds you wish to create checks for.

At the bottom of the screen, select the check date and bank and click the "Create Checks" button.

Go to the last tab, "Print Refunds"

The lines for the checks you just created will display.

You, or the appropriate party with approval permission, should check the box under the "Aprvd" column, or select the Approval All button to approval all checks to be printed.

Select each check you would like to print by checking the box under the "Sel" column.

Lastly, enter your Nexsyis password in the blank box and click the Print icon.


You will be asked if you would like to mark the checks as printed, check "yes" if you do not anticipate having to print another copy.

© 2005 - 2025 ProProfs
light-box Image
-