Receiving Negative Payment from Customer; Paying a Customer
This video explains how to handle a negative payment, effectively refunding a customer for an open credit in 10X ERP. This method allows you to process the refund by recording the payment as a negative amount, with options to note the method and account used.
- Navigate to the Customer's Credit in the Accounts Receivable Module
- Select the Credit Entry or associated Entries and click 'Receive Payment'
- Choose the Payment Method (e.g., ACH, Manual Check) and Enter the Reference Number if you choose
- Select the Account from Which the Refund Will Be Deducted
- Confirm the Payment to Process the Refund and Record the Transaction in the System