What is the quickest way to cut a check for a customer who has overpaid for services? We would like to keep a credit on their account but sometimes they wish to receive a check back immediately. How do you cut a check for a customer without having to make them a vendor?
Ron
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Ron,
Thank you for your submission to the Dynamics forums.
I understand that you want to cut a check to a customer that overpaid their account without creating a vendor in AP.
In order to process a check in Dynamics SL, you must have a vendor set up. There is no process in SL that creates checks for customers outside of AP. In AP, all screens relating to check processing require a vendor id.
Let us know if you have any other questions on this topic.
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