The new refund process is cumbersome and unnecessary. Before you could simply enter a negative refund payment and the process is complete. Now you have to go through multiple steps of creating adjustment invoices and and adding tasks and then deleting tasks an so on. Basically a one step process has been turned into a multiple step process for no reason.
I understand there is an automated refund option but its set up is kind of goofy. The GL account and task added to invoice selected is determined by 1 of 2 reasons, customer complaint or billing error. This should not be the criteria for deciding what GL account the refund goes to or what task is added. In our case we are in HVAC company so we would want our refund items going to the appropriate GL account based on department, for example a service refund would go against the service income GL account and a install refund would go against the install income. The reason for the refund (customer complaint or billing error) is irrelevant for our accounting purposes. And again the original process was just one step, so I really don't see any advantage at all to the new system for our company.
