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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] sjackson |
creating_a_refund_check_at_point_of_sale [2020/09/08 11:50] (current) jege [Using a ROA (Receive on Account) Type of Invoice] |
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| - | 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) | + | |
| + | 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 "Refund Check Journal Entries" in the Setup Wizard | + | ===== Requirement ===== |
| - | * {{faq:refunds:refund-check1.jpg|}} | + | |
| - | * Now create a R-Type invoice for the amount of the check you are writing to the customer | + | Enable the option “<color #0000FF>**Print cheque - enter Cheque number and print**</color>” in the Setup Wizard. \\ |
| - | * {{faq:refunds:refund-check2.jpg|}} | + | (<color #0000FF>Setup Wizard</color> > <color #0000FF>Invoice Setup</color> > <color #0000FF>Refund Cheque Journal Options</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 <Enter> key | ||
| - | * {{refund-check2.1.jpg|}} | ||
| - | * This will bring up the "Issue Refund Check" window where you enter in the details such as the check # and any comments | + | ===== How to Create a Refund Check===== |
| - | * {{faq:refunds:refund-check3.jpg|}} | + | |
| - | * 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 check can be processed in two different ways. |
| - | * First go to Accounts Receivable - Payments on Account - New Payment | + | |
| - | * {{faq:refunds:refund-check4.jpg|}} | + | |
| - | * Choose your customer, then Apply the payment against the credit balance | + | |
| - | * {{faq:refunds:refund-check5.jpg|}} | + | |
| - | See Camtasia file: | + | ==== Using a ROA (Receive on Account) Type of Invoice ==== |
| - | {{faq:refunds:refund-cheque.flv|}} | + | |
| + | 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. \\ | ||
| + | {{: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 ==== | ||
| + | |||
| + | 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. \\ | ||
| + | {{:ar_or_c_check_refund.png?600|}} | ||
creating_a_refund_check_at_point_of_sale.1369430671.txt.gz · Last modified: 2013/05/24 14:24 by sjackson
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