creating_a_refund_check_at_point_of_sale
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creating_a_refund_check_at_point_of_sale [2013/05/24 14:24 (11 years ago)] – sjackson | creating_a_refund_check_at_point_of_sale [2020/09/08 11:50 (4 years ago)] – [Using a ROA (Receive on Account) Type of Invoice] jege | ||
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- | To be able to create | + | ====== Creating |
- | (Customer has a $50 credit on his account that you want to remove and pay via check to the customer) | + | |
+ | 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. | ||
- | * Enable the option to create " | + | ===== Requirement ===== |
- | * {{faq: | + | |
- | | + | Enable the option “< |
- | | + | (<color # |
+ | {{:refund_check_print_check.jpg?500|}} | ||
- | * Choose the Tender tab. Then double-click the Check value box; or type -50 in the Check value box, and then press the < | ||
- | * {{refund-check2.1.jpg|}} | ||
- | * This will bring up the " | + | ===== How to Create a Refund Check===== |
- | * {{faq: | + | |
- | * 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. | + | A refund |
- | * First go to Accounts Receivable - Payments on Account - New Payment | + | |
- | * {{faq: | + | |
- | * Choose your customer, then Apply the payment against the credit balance | + | |
- | * {{faq: | + | |
- | See Camtasia file: | + | ==== Using a ROA (Receive on Account) Type of Invoice ==== |
- | {{faq: | + | |
+ | 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. \\ | ||
+ | {{: | ||
- | \\ | + | < |
- | \\ | + | |
- | \\ | + | |
- | ---- | + | |
- | Author: mgregoire\\ | + | |
- | Editor: arose\\ | + | |
- | Last Edited: 17-Aug-2007 | + | |
+ | |||
+ | ==== 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: 2021/06/07 11:40 (3 years ago) by agera