Refunding Advance to Customer

In AltheaSuite, you can refund advance amount to the customer.

Refund Advance to Customer

Step 1 :  Login to your AltheaSuite account.

In order to return money back to the customer you will need to add a Journal entry.

In the following steps, I am assuming that you are returning money to the customer by Wells Fargo check.

Here are the steps to Create a new Financial Transaction.

Step 2 :  Navigate to Finance Books > Financial Transactions > Add FA Transaction.

Step 3: Select Bank Payment.

Bank account from where you are returning money.

Step 4: Click on Add account.
Add account: (This will be customers account where you are returning money)
Select Customer name and Amount to be refunded.

Here, Notes can be added . For example, mention Check details or payment details used for refund.

Step 5:  Create this document: View Customer Ledger.