1. Click > > .

  2. On the tab, in the field, enter a minimum amount for reimbursement of customer overpayments.

  3. Click > > .

  4. To reimburse specific customer accounts, click and specify the customer accounts in the query. To reimburse all customer accounts, click OK.

  5. The credit amounts are transferred to the vendor accounts of the customers and are processed as normal payments.

    If a customer does not have a vendor account, the program automatically creates a one-time vendor account for the customer.

  6. To view the reimbursement transactions that were created, open the form ( > > > ).

See Also