Untendering a counter sale

Use these instructions to reverse part or all of a tendered counter sale. If the customer is returning items on an invoiced or paid order, you must enter a return merchandise order.

A counter sale for a cash only or COD customer can be fully untendered. The order must be tendered again, canceled, or the lines must be set to lost business.

  1. Select Sales > Entry > Order.
  2. Select Counter Sale in the Order Type list.
  3. Complete the remaining fields in the Initiate page, and then click Next.
  4. In Advanced Line Entry mode, specify the product and quantity to untender.
    Verify that the line type, unit, and price are correct.
  5. Select the Return option.
  6. Click Returns.
  7. Specify a return reason, and then click Submit.
  8. Click Add to add the line to the order.
  9. Click Collect Payment.
  10. In the Pricing Calculator section, select Ordered.
    The amount to untender is displayed in the Amount field.
  11. Select the payment method and verify the amount.
  12. Click Accept Payment.
  13. Complete the fields in the Open Journal window, and then click OK.
  14. Click Finish.
  15. Pay the customer the untendered amount.
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