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creating_a_refund_check_at_point_of_sale

Creating a Refund Check at Point of Sale

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.

Requirement

Enable the option “Print cheque - enter Cheque number and print” in the Setup Wizard.
(Setup Wizard > Invoice Setup > Refund Cheque Journal Options)

How to Create a Refund Check

A refund check can be processed in two different ways.

Using a ROA (Receive on Account) Type of Invoice

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.

You may refer to this training video refund-cheque.flv

Using an AR (Accounts Receivable) or C (Cash) type of invoice

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.txt · Last modified: 2020/09/08 11:50 by jege