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:
- Log into POS
- Click Returns
- Enter your User ID
- Find the sale to be refunded by entering the Original Sales Order/Invoice Number or using the filters
- Click the radio button in the Select column to select the sale
- Click Next
- 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)
- Select the Outlet where the stock is being refunded to
- Click Next
- Adjust the Refund Amount if required
- Click Next
- Select a Return Reason
- Click Create Refund
- The Refund/Exchange transaction will be created ready to action
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Create a Credit Note
- Click Create Voucher
- The Refund Amount will be automatically populated in the Voucher Value
- Ensure the Voucher Type is set to Credit Note
- Update the Voucher Code or Voucher Value if required
- Click Create Voucher
- As the voucher has been created for the full amount the order total will be zero
- Click Finalise
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.
- Navigate to Reports > Customer Reports > Account Payment
- Enter the customer details
- Click the $ sign for the correct customer
- The CREDIT: Total Credit field will display the value of all Credit Notes for this customer
- Change the What would you like to do? drop-down to "Apply existing credit to invoices"
- Click Amortise Down next to the Credit Amount
- The Payments column will be updated
- Select the Outlet at the bottom of the screen
- Click Apply Credits