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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 ​refund check for a customer who has a credit on their account enable the following:​ +====== Creating ​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>​
-\\  +
-\\  +
----- +
-Authormgregoire\\  +
-Editorarose\\  +
-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