This function is usually used when a credit note was created without processing the disbursement.
Watch this video to see how to process a POS refund or follow the steps below it.
Navigate to the correct window
- Navigate to Debtors / Point of Sale / Process Refunds.
Call up the appropriate credit note
- Enter the appropriate credit note number in the C/Note No text box.
Enter the payment details
- Enter the amount tendered in the Amount Tendered text box.
- Select the payment type from the Payment Type dropdown list.
- Repeat if different payment methods are used.
- Enter a cheque number in the Cheque Number text box, if required.
- Enter the cheque's effective date in the Date text box, if required.
- Enter the credit card number in the C/Card No text box, if required.
- Enter the customer's ID number in the ID NO text box, if required.
- Enter a comment in the Comment text box, if required.
- Enter the amount of discount in the Discount Allowed text box, if required.
- Change the customer name in the Name text box, if required.
Save the refund
- Click the Accept button.
- Specify the print options and click the OK button, or click the Cancel button to close the window without printing.