APPLICATION: PTM Vision

PROBLEM SUMMARY:  Unable to refund credit cards after original charge through a 2- account

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

1. Access PTM Vision

2. Select O-Open Orders

3. Select F2-New

4. Tab through the Account Number and leave as 2  - 

5. Enter the Customer Name, Address, City , State, Zip

6. Select Ctrl-I Input

7. Add Parts and Or Labor with time 

8. Select F7 Print, A-Print Bill/Close

9. Select C-Pay $#.## by Credit Card on Billing Options menu

10. Provide Credit Card Input and receive Success message

11. Print a Receipt for the Customer

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select O-Open Orders

3. Select F10-Search History

4. Enter the name of the customer in the Search by Customer Name field, select OK

5. Highlight the result, select F9-Refund

6. Select Yes to Build a return Work Order message box

7. Select F7 Print, A-Print Bill/Close

8. Select C-Pay $-#.## by Credit Card on Billing Options menu

9. Select OK to confirm the Refund Total - Success Message, transaction is complete

10. Print a Receipt for the Customer

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/HELP/PTM%20Vision%20Help/default.aspx?pageid=credit_card_refund#pageid=returning_parts