Viewing Document History when Refunding a Customer

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. To see other columns or lines, click the arrows in the lower corners of the screen, or use the scroll bars.

    Note: You cannot change any of the information in this screen.

  4. Click Close to return to the A/R Refund Entry screen.