Customer refunds are omnipresent in the business environment. While there are many different methods to do so, here is how to issue refunds in Sage 100 ERP (formerly MAS 90 & 200) in 3 simple steps. What you’ll want to do is set up a temporary vendor (permanent for higher volume) and link it to the customer via “Vendor/Customer Link Maintenance”. You would then use the following process:

1. Post the credit memo in A/R.
2. Use the “A/P from A/R Clearing Entry” to select the customer and corresponding credit memo. (Do not select any vendor invoices).
3. Print and update the clearing register. The system will create an AP invoice for payment and zero out the credit in AR.

And that’s how you issue a refund to customers in Sage 100!