Customer payment refunds

This article explains how to create and configure a customer advance payment journal for customer refunds and validate tax details and financial entries in Microsoft Dynamics 365 Finance.

To create and configure a customer advance payment journal, follow these steps.

1. In Dynamics 365 Finance, go to Accounts receivable > Payments > Payment journal.
2. Create a record.
3. In the Name field, select a value.
4. On the Setup tab, select the Amounts include sales tax checkbox.
5. Select Lines.
6. Create a customer advance payment journal, and save the record.
7. Select Tax information.
8. On the GST tab, in the HSN code field, select a value.
9. Select the Customer tax information tab.
10. Select OK.

Validate the tax details

To validate the tax details, follow these steps.

1. Select Tax document.
2. Select Close.
3. Select Post > Post.
4. Close the message that you receive.

Validate the financial entries

To validate the financial entries, select Inquiries > Voucher. The following example image shows some voucher financial entries.