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Credit Card Retun on a Purchase

Posted on by Microsoft Employee

What is the best way to enter a return to a vendor on a purchase that was made by credit card?  I use the credit card functionality in GP on the purchasing side.  We use a CM to process the return if it's in the same month.  We just apply the credit to invoice before auto applying the payments made to the credit card company.  However, many of our refunds post to the credit card after the original invoice has been applied.

  • Suggested answer
    Victoria Yudin Profile Picture
    Victoria Yudin 22,766 on at
    RE: Credit Card Retun on a Purchase

    Hi Jen,

    I have a blog post that may help with this: victoriayudin.com/.../

    Victoria Yudin

  • Suggested answer
    Jeff Grant Profile Picture
    Jeff Grant on at
    RE: Credit Card Retun on a Purchase

    Hi Jen,

    If the invoice has already been applied the best route to record the return on the CC would likely be to void out the payment entry and then void out the full invoice as well so it no longer populates the PM side (both will show as voids as there wouldn't be a method to assign a description to the void activity).  If needed, a manual inventory adjustment can be made as well to replenish the item quantify for future POP selection.

    Best Regards,

    Jeff Grant

    Microsoft Dynamics GP Support

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