This article describes how to Refund a transaction for an Account Customer.
From the POS Landing Page, go to the Returns screen and open up a transaction for an Account Based Customer that has not yet been paid but has been fulfilled or given to the customer.
From here you should continue through all the steps outlined in xxx, ie enter the Return of Stock, calculate the refund, choose the Reason and Create the New Refund.
The Order Total will be negative.
Because the customer never paid the original order - due to them being an Account Customer, but is returning the goods - the system will apply a credit back onto the customer’s account.
So although the Order Total is negative, and although here in the Payments Tab the Balance Due is negative, you can go ahead and press Finalise.
The software knows that this is an Account Customer and on the Invoice Tab you can see that a Store Credit has now been created and added to this customer Account.
You can also now click back onto the Products tab and see the Store Credit.
then simply close this transaction - nothing else needs to be done to this sale.
The credit note that was created within that sale will now be applied to the original sale if the original sale that this refund relates to still has a balance outstanding.
Otherwise the remainder of the credit note can be used in Account Payments to pay of the remained of another Invoice that is outstanding or alternatively when the next sale is made for this customer you can consume the voucher then at the POS.