SB Enterprise Help Center

BP Refund Credits and Deposits

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Summary

Overpayments and deposits can result in a credit balance on a customer’s account. A credit balance may also occur if a customer decides not to proceed with a building project that has been paid. In the Building Permits module, you can refund these credit balances through the Refunds process.

 

Step by Step

1     Create a Refunds batch.

2     Generate the Refunds.

3     Edit the refunds included in the batch.

4     Print the Refunds Proof List.

5     Print the Refunds GL Distribution.

6     Commit the Refunds batch.

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