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Status Future consideration
Workspace Case Management
Categories Check Writing
Created by Erin Merriott
Created on Jul 28, 2022

Refunds and Check Writing

Customer requested when you create a refund in a case on the payments & adjustments page, it should create a check in check writing. The current process is double entry.

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  • Gayla Satre
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    Jun 9, 2023

    When there is an overpayment on the payments and adjustments page, to use the same concept as requesting a check as is done from the goods and services page. This may help with keeping the Rolodex cleaner as well as prompt refunds to families.