creating_a_refund_check_at_point_of_sale
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creating_a_refund_check_at_point_of_sale [2007/08/15 11:14 (17 years ago)] – created andrew | 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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- | 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) | + | |
+ | See: https:// | ||
- | * Enable the option | + | System Five provides a feature that would allow you to create |
- | {{faq: | + | |
- | * Now create a R-Type invoice for the amount of the check you are writing to the customer | + | ===== Requirement ===== |
- | {{faq: | + | |
- | * Choose | + | Enable |
+ | (<color # | ||
+ | {{: | ||
- | * This will bring up the "Issue Refund Check" window where you enter in the details such as the check # and any comments | ||
- | {{faq: | ||
+ | ===== How to Create a Refund Check===== | ||
- | * 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 | + | A refund |
- | {{faq: | + | |
- | * Choose your customer and apply the payment against the credit balance | + | ==== Using a ROA (Receive on Account) Type of Invoice ==== |
- | {{faq: | + | |
- | + | ||
- | See Camtasia file: | + | |
- | {{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. \\ | ||
+ | {{: | ||
+ | < | ||
+ | ==== 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.1187201676.txt.gz · Last modified: 2007/08/15 11:14 (17 years ago) by andrew