Add a payment message prefix

Before you start

Add a payment method and a bank account to a customer.

1. Go to the Customer ledger preferences (AR101000) window.
2. Go to the General information tab.
3. In the Customer refund settings section, fill in the Payment message prefix field.
4. Click .

What is next?

Make sure you have created and released the credit note(s), payment(s) and/or prepayment(s) to be refunded. For step-by-step instructions on how to create a credit note, see Create a credit note. For step-by-step instructions on how to create a payment or prepayment, see Enter a payment document. For step-by-step instructions on how to release these documents, see Release a payment document.

To create a customer refund for a document and send it for payment via AutoPay, go to Process a customer refund.

Related pages

Concepts

• About Customer ledger preferences

Tasks

• Change the setting for automatic posting on release
• Set up dunning letter mailing in the Customer ledger preferences
• Set up invoice mailing in the Customer ledger preferences
• Select processing options for overdue charges
• Make overdue and dunning settings in the Customer ledger preferences
• Apply line discount to Item price or Extended item price
• Set up a dunning letter mailing
• Set up the dunning process
• Configure commissions
• Set up document amount rounding

Windows

• Customer ledger preferences (AR101000)