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creating_a_refund_check_at_point_of_sale [2020/09/01 11:57 (4 years ago)] – jegecreating_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 ====== 
 + 
 +See: https://newaccount1608055419986.freshdesk.com/a/solutions/articles/66000489471
  
 System Five provides a feature that would allow you to create a refund. This refund can be from a returned item made by your customer or an already existing credit from your customer’s account.  System Five provides a feature that would allow you to create a refund. This refund can be from a returned item made by your customer or an already existing credit from your customer’s account. 
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 ===== Requirement ===== ===== Requirement =====
  
-Enable the option to create “<color #0000FF>**Refund Check Journal Entries**</color>” in the Setup Wizard. \\+Enable the option “<color #0000FF>**Print cheque - enter Cheque number and print**</color>” in the Setup Wizard. \\
 (<color #0000FF>Setup Wizard</color> > <color #0000FF>Invoice Setup</color> > <color #0000FF>Refund Cheque Journal Options</color>) \\ (<color #0000FF>Setup Wizard</color> > <color #0000FF>Invoice Setup</color> > <color #0000FF>Refund Cheque Journal Options</color>) \\
 {{:refund_check_print_check.jpg?500|}} {{:refund_check_print_check.jpg?500|}}
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 2. Attached the customer name you wanted to give the refund to. \\ 2. Attached the customer name you wanted to give the refund to. \\
 3. Enter the amount of refund. \\ 3. Enter the amount of refund. \\
-4. Click on the ‘Tender’ button. \\+4. Click on the ‘**Tender**’ button. \\
 5. Then double-click on the Check value box. \\ 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. \\ +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.’ \\+7. Click ‘**OK**.’ \\
 8. ‘Print’ window will show up, prompting you to print the check. \\ 8. ‘Print’ window will show up, prompting you to print the check. \\
 9. Click ‘OK’ to print. \\ 9. Click ‘OK’ to print. \\
 {{:roa_refund_check.jpg?600|}} {{:roa_refund_check.jpg?600|}}
 +
 +<note>You may refer to this training video {{faq:refunds:refund-cheque.flv|}}</note>
  
  
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 1. Using the invoice where the returned item was attached, go directly to the ‘Tender’ tab. \\ 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. \\ 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. \\ +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’. \\ +4. Click ‘**OK**’. \\ 
-5. ‘Print’ window will show up, prompting you to print the check. +5. ‘Print’ window will show up, prompting you to print the check. \\ 
-6. Click ‘OK’ to print. \\+6. Click ‘**OK**’ to print. \\
 {{:ar_or_c_check_refund.png?600|}} {{:ar_or_c_check_refund.png?600|}}
  
  
creating_a_refund_check_at_point_of_sale.1598986669.txt.gz · Last modified: 2020/09/01 11:57 (4 years ago) by jege