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 (11 years ago)] – sjackson | 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 " | + | ===== How to Create a Refund Check===== |
- | {{faq: | + | |
+ | A refund check can be processed in two different ways. | ||
- | * 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 | + | ==== Using a ROA (Receive |
- | {{faq: | + | |
- | * Choose your customer | + | 1. Create a new ROA invoice. \\ |
- | {{faq:refunds: | + | 2. Attached the customer |
+ | 3. Enter | ||
+ | 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. \\ | ||
+ | {{:roa_refund_check.jpg?600|}} | ||
- | See Camtasia file: | + | < |
- | {{faq: | + | |
- | \\ | + | ==== Using an AR (Accounts Receivable) or C (Cash) type of invoice ==== |
- | \\ | + | |
- | \\ | + | |
- | ---- | + | |
- | Author: mgregoire\\ | + | |
- | Editor: arose\\ | + | |
- | Last Edited: 17-Aug-2007 | + | |
+ | 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.1369429868.txt.gz · Last modified: 2013/05/24 14:11 (11 years ago) by sjackson