Differences

This shows you the differences between two versions of the page.

--- creating_a_refund_check_at_point_of_sale [2020/09/01 11:49 (4 years ago)] – jege
+++ 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: @@
-====== Creating a Refund Check ======
+====== Creating a Refund Check at Point of Sale ======
-System Five provides a feature that would allow you to create refund. This refund can be from a returned item made by your customer or an already existing credit from your customer’s account.
+See: https://newaccount1608055419986.freshdesk.com/a/solutions/articles/66000489471
+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.
 ===== Requirement =====
+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|}}
+===== How to Create a Refund Check=====
+A refund check can be processed in two different ways.
+==== Using a ROA (Receive on Account) Type of Invoice ====
+. Create a new ROA invoice. \\
+. 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>
+==== 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|}}