Forum Discussion

Experienced Cover User

3 years ago

customer refund error - amount may not be greater than the credit

Hi Team A customer has a big credit balance and i want to pay him a part refund for this amount but I am getting the message that the refund exceeds the credit balance. Not sure why...can someon...

LRBooks61
3 years ago
I have a feeling that you may have to do these one at a time.

I would change the account to electronic clearing /undeposited funds so that when you pay it you can clear it in bank feeds against that account.

I can't see any other way around it

sorry - not very helpful

Lisa

LRBooks61

Ultimate Cover User

3 years ago

Hi Alex

The only thing I can think off is that the customer may have more than one credit and it is selecting one to refund that is a lesser amount.

Go into settle returns and credits and see what comes up in the screen ( search for customer also)

You can only pay the refund amount recorded for each credit note, If you pull up the customer you may be able to select all the credits

Hope this helps

Lisa

Lexie32
Experienced Cover User
3 years ago
Thanks Lisa

When i go into the returns & credits for that customer I get this list of credits which adds up to the $235 credit total. But then when i click on the Pay Refund it only allows me to refund a maximum of $40.
I have no idea what the issue is - tried to phone support but there is an hours wait on the phone.......

Thanks
Alex
- LRBooks61
  Ultimate Cover User
  3 years ago
  I have a feeling that you may have to do these one at a time.
  
  I would change the account to electronic clearing /undeposited funds so that when you pay it you can clear it in bank feeds against that account.
  
  I can't see any other way around it
  
  sorry - not very helpful
  
  Lisa
  - Lexie32
    Experienced Cover User
    3 years ago
    Thanks Lisa - I will see how I go.