Adding a Return Payment

Return Amount

The Return Amount will default to the Total to Return amount.

• If you are refunding this amount with one payment method only, do not change the Return Amount.
• If you are refunding this amount with different payment methods (i.e. part cash, part credit card), change the Return Amount to an amount you are refunding to the customer with one of the payment methods.

Return Method

Click in the Return Method box and select the applicable method of payment. The payment methods that appear in the drop down list are descriptions of those categories established with a category number of 800 thru 899.

If a new refund category must be established, follow the procedure outlined below:

1. Click the Cancel button to clear the 'Return Payments' window from the screen.
2. Click Maintenance on the menu bar.
3. Click Inventory Maintenance.
4. Click Categories.
5. Add the required refund category, referring to 'Categories' for information.
6. Close the 'Edit Categories' window when the new category has been added.
7. You should now be back on the Merchandise Return window. Click the Save button on the Merchandise Return window in order to re-open the 'Return Payments' window. The new refund category will now appear in the Return Method drop down list.

Return Reference

The Return Reference box may be used to record a reference number if applicable to the refund method selected. Return Reference may be alpha/numeric with a maximum length of ten characters.

Pressing Enter while at the Return Reference box or clicking the Add button to the right of the Payment grid will cause the refund payment to drop to the Payment grid. The Balance at the top of the 'Return Payments' window will now equal the 'Total to Return' less the return payment amount just added. If the Balance amount is greater than 0.00, you must add the next refund payment.