Creating a POS credit note

Watch this video to see how to create a POS credit note or follow the steps below it.

Navigate to the correct window

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

Call up the appropriate invoice number

  1. Enter the appropriate invoice number in the Invoice No text box.

Enter the credit note details

  1. Enter the credit note date in the Date text box.
  2. Enter a customer reference in the Customer Ref text box, if applicable.
  3. Enter the rep code in the Rep Code text box.

Make the required changes

This step is optional, if you do not need to change anything you can remove items not to be credited if you so wish or just generate the credit note.
  1. Change the quantity of the appropriate item in the QUANTITY column, if required - the amount cannot be changed to more than what the customer paid for.
  2. Select an item that shouldn’t be credited, if required.
  3. Press the Delete button on the keyboard.

Generate the credit note

  1. Click the Accept button.
  2. Change the required information on the Enter Message window and 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 Cancel 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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