Issue Customer Refund to Fully Paid Invoice

A customer refund is a transaction that records a payment you make to a customer.

Scenario:

The customer wants to receive a refund for the invoice that has been paid in full.

Solution:

1. Open the Fully Paid Invoice record
2. Click Credit to create a Credit Memo
3. On the Credit Memo page populate necessary fields
4. Go to Items tab
5. Select Item:
   1. If an inventory item is selected, credit memo record will have a GL impact to inventories
   2. If a GL impact to inventories is NOT preferred, as an alternate solution, select the Other Charge for Sale item (Enhancement # 81003 – Customer would like the ability to create a credit memo but not have to associate it with an item, rather an amount, SuiteAnswers: Issue a Credit Memo Linked to an Invoice Without Impact to Inventory | Answer Id: 35853). 
6. Once Credit Memo is saved, to proceed with the actual Refund, you may:
   1. Click on the Refund button (appears after saving the Credit Memo record), OR
   2. Navigate to Transactions -> Customers -> Issue Customer Refunds
      1. Select the Customer
      2. Under Apply tab, select the Credit Memo to be refunded
      3. Under Refund Method tab, select refund method
      4. Click Save
   3. On the Credit Memo record, you may see which related Invoice it was created from.
   4. On the Invoice record, you will NOT see the related Credit Memos created from it. (Enhancement # 406881 – Invoice -> Create Credit Memo -> Do Not Apply Credit Memo to the Invoice -> Inability to see the Credit Memo on the Related Records subtab of the Invoice where it was created from.)