Refund an Account Customer Sale

When refunding an Account Customer sale, you can create a Credit Note to apply against any outstanding balance on their account.

---

Creating the Refund

To create the credit note:

1. Log into POS
2. Click Returns
3. Enter your User ID
4. Find the sale to be refunded by entering the Original Sales Order/Invoice Number or using the filters
5. Click the radio button in the Select column to select the sale
   
6. Click Next
7. Enter the quantity to be returned in either the Saleable or Faulty columns (this will update the Inventory for either the Available or Faulty stock buckets)
   
8. Select the Outlet where the stock is being refunded to
9. Click Next
10. Adjust the Refund Amount if required
11. Click Next
12. Select a Return Reason
13. Click Create Refund
14. The Refund/Exchange transaction will be created ready to action

Back to top

---

Create a Credit Note

1. Click Create Voucher 
2. The Refund Amount will be automatically populated in the Voucher Value
3. Ensure the Voucher Type is set to Credit Note 
   
   
4. Update the Voucher Code or Voucher Value if required
5. Click Create Voucher
6. As the voucher has been created for the full amount the order total will be zero
   
7. Click Finalise

Back to top

---

Apply Credit Note to Outstanding Balance

Once you have created all your vouchers you can now apply them to the remaining balance for the customer account.

1. Navigate to Reports > Customer Reports > Account Payment
2. Enter the customer details
3. Click the $ sign for the correct customer
4. The CREDIT: Total Credit field will display the value of all Credit Notes for this customer
5. Change the What would you like to do? drop-down to "Apply existing credit to invoices"
   
6. Click Amortise Down next to the Credit Amount
7. The Payments column will be updated
8. Select the Outlet at the bottom of the screen
9. Click Apply Credits

Back to top