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The system allows to refund Open Credits to customers. Users can either refund Customer Credits or overpayments. This transaction must be done from the Receive Payment screen. |
Instructions
1) Go to Accounts Receivables(A/R)>>Receive Payment
2) Enter the customer name. |
Info |
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Refund Credit Cards PaymentsTo refund a payment made through a credit card, read Process a Refund for a Credit Card payment and Refund Open Credits to Credit Cards. |
Table of Contents
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Process a Refund
Go to A/R and select Receive Payment.
Enter the customer name for which you want to process the refund
and hit the Enter key
. (In multilocation companies, make sure you select a location with the Clearent integration
Check the option "Refund the open credits to the customer".
Click on the link in the message "This account has $XXXX in open credits. Click here to apply"
The Available Credits
screen window will open. Select the credits you want to refund and click
on Close.
You will be able
to see the
refund total. Choose the Payment Date and
Payment Method and complete all the required information. Click
on Save and New
to continue on the same screen, or click
on Save &
Close to return to the Payment History screen.
Canceled Refunds
If a refund is canceled from the Payment History screen, the Open Credits will return to the customer as a credit balance.
Identify a Refund
There are two ways you can visualize refunds in Komet Sales, read below to see a description of each:
Option One: From the Payment History
A refund will be identified on the system as a negative Payment. From the Payment History
screen, a refund transaction will have an R next to the control #.Image Added
Option Two: In Reports
Reports generated from the Payment History & Editing Payments screens (Payment History and Payment Details) will easily identify refunds since the values Applied amount and Payment Total will be negative.
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Roles enabled to perform this action: Accounts Receivables, Admin, Cashier. |
Note |
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This option is only available for users who have open credits. |
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Warning | ||
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This option is only available for users who have open credits. |
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