Processing POS refunds

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

  1. Navigate to Debtors / Point of Sale / Process Refunds.

Call up the appropriate credit note

  1. Enter the appropriate credit note number in the C/Note No text box.

Enter the payment details

  1. Enter the amount tendered in the Amount Tendered text box.
  2. Select the payment type from the Payment Type dropdown list.
  3. Repeat if different payment methods are used.
  4. Enter a cheque number in the Cheque Number text box, if required.
  5. Enter the cheque's effective date in the Date text box, if required.
  6. Enter the credit card number in the C/Card No text box, if required.
  7. Enter the customer's ID number in the ID NO text box, if required.
  8. Enter a comment in the Comment text box, if required.
  9. Enter the amount of discount in the Discount Allowed text box, if required.
  10. Change the customer name in the Name text box, if required.

Save the refund

  1. Click the Accept button.
  2. Specify the print options and click the OK button, or click the Cancel button to close the window without printing.
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