Add a payment message prefix

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

  1. Go to the Kundreskontra (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 .

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.

Work process overview

Customer refunds via AutoPay

Related 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

Related windows

Kundreskontra (AR101000)

Related concepts

About Customer ledger preferences