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--- creating_a_refund_check_at_point_of_sale [2007/08/15 11:16 (17 years ago)] – 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
@@ Line 1: / Line 1: @@
-To be able to create a refund check for a customer who has a credit on their account enable the following:
+====== Creating a Refund Check at Point of Sale ======
-(Customer has a $50 credit on his account that you want to remove and pay via check to the customer)
+See: https://newaccount1608055419986.freshdesk.com/a/solutions/articles/66000489471
-  * Enable the option to create "Refund Check Journal Entries" in the Setup Wizard
+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.
-{{faq:refunds:refund-check1.jpg|}}
-  * Now create a R-Type invoice for the amount of the check you are writing to the customer
+===== Requirement =====
-{{faq:refunds:refund-check2.jpg|}}
-  * Choose the Check Tender type and type press ESC
+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>) \\
+{{:refund_check_print_check.jpg?500|}}
-  * 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|}}
+===== 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 check can be processed in two different ways.
-{{faq:refunds:refund-check4.jpg|}}
-  * Choose your customer and apply the payment against the credit balance
+==== Using a ROA (Receive on Account) Type of Invoice ====
-{{faq:refunds:refund-check5.jpg|}}
-See Camtasia file:
+. Create a new ROA invoice. \\
-{{faq:refunds:refund-cheque.flv|}}
+. Attached the customer name you wanted to give the refund to. \\
+. Enter the amount of refund. \\
+. Click on the ‘**Tender**’ button. \\
+. Then double-click on the Check value box. \\
+. This will bring up the “**Issue Refund Check**” window where you enter the details such as the check # and any comments. \\
+. Click ‘**OK**.’ \\
+. ‘Print’ window will show up, prompting you to print the check. \\
+. Click ‘OK’ to print. \\
+{{:roa_refund_check.jpg?600|}}
+<note>You may refer to this training video {{faq:refunds:refund-cheque.flv|}}</note>
-\\
-\\
-\\
-----
-Author: mgregoire\\
-Editor: arose\\
-Last Edited: 17-Aug-2007
+==== Using an AR (Accounts Receivable) or C (Cash) type of invoice ====
+. Using the invoice where the returned item was attached, go directly to the ‘Tender’ tab. \\
+. Then double-click on the Check value box. \\
+. This will bring up the “**Issue Refund Check**” window where you enter the details such as the check # and any comments. \\
+. Click ‘**OK**’. \\
+. ‘Print’ window will show up, prompting you to print the check. \\
+. Click ‘**OK**’ to print. \\
+{{:ar_or_c_check_refund.png?600|}}