Credit Note

Issuing a credit note.

For a refund you can capture the customer's details at the point of sale.

Go to the payment screen to issue a credit note you can either enter some basic customer details here if you did not wish to put the customer on your database. You can also put some notes to print on the credit note. Or press customer Look up. For a new customer press Auto create to generate a new customer number, or search for an existing customer.

Fill in any relevant details

Then Accept.

This will produce a refund receipt for the customer.

This will also produce a credit note (Barcode on credit not for tracking)

(The expiry date for credit notes in set as 180 days, but can be changed by contacting your dealer)

Credit Note Redemption

Sell all the items to the customer, go to the payment screen and select credit note.

Scan the barcode from the credit note, or enter the number.

The system will ask you if you want to redeem this credit note. Press OK

If the sale is the value of the credit note it will finalise the transaction.

If the credit note is worth more than the value of the transaction, it will finalise then issue a new credit note for the balance to issue to the customer.

If the credit note is less than the transaction, it will take it as a part payment leaving the balance to be paid.