POS - Refund Customer Credit Balance to Credit Card or Cash

Debit Customer Account, in TPOS, is used To refund a customer's credit balance

This will create an invoice on the customer's AR Account to apply to the credit balance.

 

1. Open POS and click the Functions Button

 

 

 

The available Functions form now opens,

 

2. Click on Debit Customer Account

 

3. . Enter the Customer ID and you will see the current balance.
   • • this customer has 150.00 credit balance to be refunded

Notice that the amount of the refund should be entered as a positive amount.  NOT NEGATIVE

• Enter a statement description that will display this transaction on their statement.
• Click on Finish Pay

 

4. Choose the Credit Card pay type button.

• Cash Pay type can be used also.

NOTE:  STORED CREDIT CARDS CANNOT be used to Debit Customer Account

• The pay type will populate the grid and update CHANGE AMOUNT.
• If Cash is chosen, the drawer will open to dispense the cash.
• Click Complete - and a Debit Invoice will be created for the Ledger

 

This is a screen print of the customer ledger after posting the Debit Invoice

**If at any point you run into any issues, feel free to email [email protected] for assistance.**