Enter payments for purchases, refunds, or other transactions
When to use this procedure
Use this procedure when you are purchasing items from a customer to sell in your store or to refund any outstanding balances, returns, or credits on a customer account. After you enter the items on one of the following windows and click Save, you will be prompted to enter and post payments.
- Enter Purchase (Batch Mode) window
- Enter Purchase window
- Refund Deposit/Credit window
- Layaway Return window
Example of use (For consignment and resale stores)
One of your regular customers comes into your store with a bag of girls clothing that she wants to sell to you rather than sell each item individually on consignment. You enter a standard purchase or batch purchase for the items and complete the purchase on the Return Payments window. You have offered to pay her cash for some of the items and give store credit for the remaining items.
Steps to complete
- On the Return Payments window, enter the amount you are paying the customer in the Amount box. This may be all or a portion of the Total To Return.
- Select a method of payment in the Method box.
- Enter a payment reference number in the Reference box, if necessary.
- Click Add.
- Repeat steps 1-4 as necessary, for example, if you're paying a portion of the total by check and a portion by cash.
- Click Post. If you are giving the customer/consignor cash, the cash drawer will open. Otherwise, a check will print, a credit invoice will be added to the customer/consignor's account, or you will be able to create a gift card.
