Refunding change due

Use these instructions to refund change due to the customer for a cash sale in a counter sale environment. Default payment settings can be set up in Customer Setup and Customer Ship To Setup. Default payment settings can be overridden.

  1. Access the Collect Payment view for a counter sale or stock order in Sales > Entry > Order.
  2. Specify Shipped for the Totals By option.
  3. In the Pricing Calculator section, specify the amount of payment in the Amount field. This is the amount of cash you receive from the customer. For example, specify 20.00 if the customer gives you $20.00 to pay a $15.00 bill.
  4. Press Tab. The change due to the customer is displayed in Remaining Amount Due field.

    The Remaining Amount Due can represent either the amount due to you or to the customer. Amounts due to the customer are displayed in parentheses. For example, ($5.00).

  5. In the Process Tendering section, select Cash as the payment type.
  6. Click Accept Tender.
  7. Complete the fields in the Journal Display window.
  8. Click Save to complete the sales order.
  9. Pay the customer the change due.
Related topics
  • Opening and closing a journal