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creating_a_refund_check_at_point_of_sale

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creating_a_refund_check_at_point_of_sale [2013/05/24 14:11]
sjackson
creating_a_refund_check_at_point_of_sale [2013/05/24 14:24] (current)
sjackson
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   * Enable the option to create "​Refund Check Journal Entries"​ in the Setup Wizard   * Enable the option to create "​Refund Check Journal Entries"​ in the Setup Wizard
-{{faq:​refunds:​refund-check1.jpg|}}+  * {{faq:​refunds:​refund-check1.jpg|}}
  
   * Now create a R-Type invoice for the amount of the check you are writing to the customer   * Now create a R-Type invoice for the amount of the check you are writing to the customer
-{{faq:​refunds:​refund-check2.jpg|}} +  * {{faq:​refunds:​refund-check2.jpg|}}
- +
-  * Choose the Check Tender type and type press ESC+
  
 +  * Choose the Tender tab.  Then double-click the Check value box; or type -50 in the Check value box, and then press the <​Enter>​ key
 +  * {{refund-check2.1.jpg|}}
  
   * This will bring up the "Issue Refund Check" window where you enter in the details such as the check # and any comments   * This will bring up the "Issue Refund Check" window where you enter in the details such as the check # and any comments
-{{faq:​refunds:​refund-check3.jpg|}} +  * {{faq:​refunds:​refund-check3.jpg|}}
- +
- +
-  * Now that the check has been given to the customer and thier balance is $0.00, the payment needs to be applied to the credit balance to remove it from the system. First go to Accounts Receivable - Payments on Account - New Payment +
-{{faq:​refunds:​refund-check4.jpg|}}+
  
-  * Choose your customer ​and apply the payment against the credit balance +  ​* Now that the check has been given to the customer and their balance is $0.00, the payment needs to be applied to the credit balance to remove it from the system.  
-{{faq:​refunds:​refund-check5.jpg|}}+    * First go to Accounts Receivable - Payments on Account - New Payment 
 +    * {{faq:​refunds:​refund-check4.jpg|}} 
 +    ​* Choose your customer, then Apply the payment against the credit balance 
 +    ​* ​{{faq:​refunds:​refund-check5.jpg|}}
  
 See Camtasia file: See Camtasia file:
creating_a_refund_check_at_point_of_sale.txt · Last modified: 2013/05/24 14:24 by sjackson