Viewing Document History when Refunding a Customer

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A/R Document History Screen (Refunds)

You can view details about transactions that have been applied to a document you select on the detail table of the A/R Refund Entry screen.

  • Select or create the refund batch and the refund entry.

To view the history of a credit note or prepayment:

  1. On the detail table on the A/R Refund Entry screen, select the document.
  2. Click History.

    The A/R Document History screen appears.

  3. After reviewing history, close the screen to return to the A/R Refund Entry screen.