Scanning a POS credit note

There is a setting in Fincon Accounting that enables the system to restrict creating a credit note after a certain amount of time after the purchase of the items. You can set the maximum age of an invoice for credit by doing the following:

  1. Navigate to System / Company Parameters.
  2. Click on the Global Settings tab.
  3. Enter the maximum invoice age in days in the Maximum Invoice Age for Credit (Days) text box, to have no check enter 0 in the text box.
  4. Click the Accept button.
  5. Check that the following message box appears: The company parameters have been updated successfully.
  6. Click the OK button.

You will not be able to accept the invoice if:

Exceed Credit - Invoices is set to N with the System, Company Parameters function and the debtor does not have enough credit available. When it is set to Y, the System, Users and Passwords function can be used to either bypass the credit check or to require a password. When Overdue Payment Checking is set to Y with the System, Company Parameters function, you will not be able to accept the invoice if there are any overdue payments on the account even if the debtor does have enough credit available. Refer to these two functions for more information on credit checking.

Scanning a POS credit note

Navigate to the correct window

  1. Navigate to Debtors / Point of Sale / Scan Credit Note.

Scan the items

  1. Click the Scan button.
  2. Enter the appropriate serial number in the Current Serial Number text box.
  3. Repeat for all relevant items.
  4. Click the Close button.

Make any required changes

  1. You can change the price of the item, but you cannot make the price higher than what it is.

Save the credit note

  1. Click the Accept button.

Enter the disbursement details

  1. Select the refund type from the Select Type dropdown list.
  2. Enter the credit card number in the Credit Card Number text box if it's a credit card refund.
  3. Enter a comment in the Comment text box, if required.
  4. Edit the name in the Name text box, if required.
  5. Click the Accept button.
  6. Specify the print options and click the OK button, or click the Close button to close the window without printing.
If no refund is made and None was chosen from the Select Type dropdown list, when clicking the Accept button a supervisor password is required to continue as no disbursement is being done.



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