Use the Refund Bill dialog box to enter and view bill refund information.
| Field | Description |
|---|---|
| Refund Amount | Enter an amount to refund. By default the entire credit balance is shown. A partial refund can be provided by reducing the amount. |
| Refund Type | The type of refund. By default, the following refund types are supported:
After selecting a refund type, provide the required information in the displayed fields. |
| My charges | The current bill's charges (credit). |
| Charges from other accounts | Additional charges from other accounts on the current bill. |
| A/R actions | The amount of any accounts receivable actions taken on the current bill. |
| Payment applied | The amount of any payments previously applied to the current bill. |
| Tax | The tax amount on the current bill. |
| Total due for this period | The total amount due of the current bill. |
| Reason code | The reason code for the bill refund. |
| Notes | (Optional) Text field to enter notes explaining the refund action. |