creating_a_refund_check_at_point_of_sale
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creating_a_refund_check_at_point_of_sale [2020/09/01 11:49 (4 years ago)] – jege | creating_a_refund_check_at_point_of_sale [2021/06/07 11:40 (3 years ago)] (current) – [Creating a Refund Check at Point of Sale] agera | ||
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- | ====== Creating a Refund Check ====== | + | ====== Creating a Refund Check at Point of Sale ====== |
- | System Five provides a feature that would allow you to create refund. This refund can be from a returned item made by your customer or an already existing credit from your customer’s account. | + | See: https:// |
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+ | System Five provides a feature that would allow you to create | ||
===== Requirement ===== | ===== Requirement ===== | ||
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+ | Enable the option “< | ||
+ | (<color # | ||
+ | {{: | ||
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+ | ===== How to Create a Refund Check===== | ||
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+ | A refund check can be processed in two different ways. | ||
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+ | ==== Using a ROA (Receive on Account) Type of Invoice ==== | ||
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+ | 1. Create a new ROA invoice. \\ | ||
+ | 2. Attached the customer name you wanted to give the refund to. \\ | ||
+ | 3. Enter the amount of refund. \\ | ||
+ | 4. Click on the ‘**Tender**’ button. \\ | ||
+ | 5. Then double-click on the Check value box. \\ | ||
+ | 6. This will bring up the “**Issue Refund Check**” window where you enter the details such as the check # and any comments. \\ | ||
+ | 7. Click ‘**OK**.’ \\ | ||
+ | 8. ‘Print’ window will show up, prompting you to print the check. \\ | ||
+ | 9. Click ‘OK’ to print. \\ | ||
+ | {{: | ||
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+ | < | ||
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+ | ==== Using an AR (Accounts Receivable) or C (Cash) type of invoice ==== | ||
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+ | 1. Using the invoice where the returned item was attached, go directly to the ‘Tender’ tab. \\ | ||
+ | 2. Then double-click on the Check value box. \\ | ||
+ | 3. This will bring up the “**Issue Refund Check**” window where you enter the details such as the check # and any comments. \\ | ||
+ | 4. Click ‘**OK**’. \\ | ||
+ | 5. ‘Print’ window will show up, prompting you to print the check. \\ | ||
+ | 6. Click ‘**OK**’ to print. \\ | ||
+ | {{: | ||
creating_a_refund_check_at_point_of_sale.1598986199.txt.gz · Last modified: 2020/09/01 11:49 (4 years ago) by jege