Credit Card refund on the return of an item or items(s) Refunds on Credit Cards can only be up to the amount of the original sale, refunds can only be made to the original card used in the sale, refunds require specific transaction identification to be processed
This scenario should be used if the customer is returning just a part or two from a sales or work order. If they are returning a number of items and/or need a refund on some of the labor as well, refer back to CC Refund /Return on Sale and remove the item(s) not being returned / credited back.
At point of sale the Ctrl / H option is available for retrieving sold information and either selling the same item to the customer again or returning the item. Refer to 6.3.7.1 History Search to Return Part for more details on using this specific history search.
The first step is to open a brand new sale for the customer (Salesorder or Workorder), make sure the terms are set to CASH on the new sale.
Use the hotkey of[Ctrl]andHor select [F6]Options,K. Parts Features, Sale History
SelectYes when promptedLimit history to only this customer?
In the PART HISTORY screen under the Search For line enter either a part number or description to help locate the specific item as shown
Summary by Part = N
Summary by Line = N
The HISTORY list will appear with all items the fit the criteria provided by the customer account number and thesearch forfield
If the part was purchased at Point of Sale with a Credit Card through the Pluss Payment integrated credit card processing the following message will appear.
SelectYES to allow the required information to update the ticket.
Once the return item(s) are on the newly opened sale for the return verify the fields shown (Terms must be CASH, Refund Transid must be shown and the amounts must be accurate).
Print Bill and Close the sale, selectC. Paid by Ccwhen prompted for the BILLING OPTIONS
A window will prompt "CONFIRM AMOUNT TO REFUND FOR ####" theRefund Totalthat shows will be a positive amount (do not change that amount)
Wait for the PROCESSING RESULTS message to display Success
