Advice Refunds Credits from Debtors

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  • #39427
    jrou
    Participant

    Hi,

    I’ve been asked to see if there’s is an easier/electronic way to refund a credit on an invoice. Currently we select the repay credit button in debtors and then fill out a paper form to pass to exchequer to refund the money to the customer.

    Reading some earlier posts, it looks like some authorities are creating a manual adjustment on the claim. Is this OK for subsidy, i.e. no one’s had any issues with this? It does seem like an easier option.

    Any advice on how people are working would be appreciated

    Jenn 🙂

    #112109
    trishc
    Participant

    we do manual adjs in benefits for debtor refunds. as long as you keep a record of them for subsidy cell asjustments the auditors are happy.
    edit to add: depends too how clever your creditors system is, ours codes them all as HB payments, even the refunds. So finance get to look at our cell adjustments spreadsheet as well.

    #112146
    Simo
    Participant

    We have a specific manual adjustment code set up for Invoice refunds. These are then ignored when adjusting the subsidy claim for manual adj’s

    #112173
    jrou
    Participant

    Excellent, thanks for the advice. I’ve suggested this to our overpayment peoples as it is far easier than what we’re doing now.

    Jenn 🙂

    #121799
    liaquat
    Participant

    I am looking for a template for over paid Invoice refund form so this can be given to the senior officer for approval before refunding the money. Can some one please let me have the details/format of the form they use to refund overpaid invoice.

    Many Thanks
    Naila
    nasaeeltd@sky.com

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