Automated Customer Refunds for Sage MAS 500

Process Customer Refunds Automatically — Automated Customer Refunds for MAS 500 provides a convenient means to remit credit amounts to customers that request them. Easily select open credit balances - both Credit Memo and Cash Receipt on account amounts - edit the amount to refund if necessary, and the process will create Accounts Payable vouchers for payment.

Built-in links between Customer and Vendor records are used and, if they do not exist, the Automated Customer Refunds process will create new vendors automatically.

Choose to create a batch of AP Vouchers for processing through the normal check printing cycle in your business, or create a Quick Check AP Batch for printing refund checks immediately.

When installed with ePayment Services for MAS 500, Automated Customer Refunds includes the option for processing refunds against the customers credit card.

Built with the Sage MAS 500 Framework, Automated Customer Refunds provides the same rich graphical and ease-of-use features found throughoutMAS 500. Integration with MAS 500 is achieved with Customizer, extending functionality without modifying it.

Flexible Search and Select Criteria
Flexible search criteria allows the user to easily locate and select on-account credits for a single customer or a range of customers. Selection choices include Cash Receipt or Credit Memo types, Amounts, Customer and Customer Class.

Create Vouchers or Quick Check Batches
Choose to create a batch of AP Vouchers for processing through your normal check printing cycle, or create a Quick Print Check AP Batch for printing refund checks immediately.

Modify Payment for Partial Refunds
Before generating a refund, edit the amount if desired, resulting in a Partial Refund.

Create Vendor Records Automatically
To process Customer Refunds an associated Vendor record must be established in Accounts Payable. When processing a refund for the first time, if a corresponding vendor does not exist, the user can automatically create new vendor records that either have the same ID as the customer or have the next vendor number assigned as the ID, and whether or not they should be created as temporary or permanent vendor records.

Refund Validation and Maximum
Automated Customer Refunds verifies whether refunds are allowed for a customer and validates against the maximum amount allowed.

ePayment Services Integration
When ePayment Services is also installed, the option for processing a Credit Card Refund is available.