Processing a one time return and credit

The One Time Return or One Time ACH Credit transaction is used to process a return in Sales Order Entry for a tokenless refund credit. This credit is a return that is not tied to a previous transaction. This feature is beneficial if you use a miscellaneous customer account or do not store tokens. One Time Returns are applicable to both credit card and ACH transactions.

  1. Select Sales > Entry > Order.
  2. Specify the customer and warehouse.
  3. In the Order Type field, select Return Merchandise.
  4. Click Next.
  5. Specify the Return Adjust Reason and Invoice #.
  6. Click Next.
  7. In the message, Invoice number is either not active or is zero. Would you like to continue?, click Yes.
  8. In the toolbar, click Line Entry and select Advanced.
  9. In Line 1, specify the product, quantity, line type, unit, and price. Verify this product has adequate net availability.
  10. Click Add.
  11. In the Returns view, click Done.
  12. Select Collect Payment.
  13. In the Pricing Calculator section, in Totals By, select Shipped.

    By default, the amount of the order is displayed in the Total Charged field. The order amount is also displayed in the Amount column of the credit card listed first in the Process Payment section.

  14. In the Process Payment section, you can either credit a credit card or an ACH account.
    To credit a credit card:
    1. In the Payment Type, select the credit card payment type.
    2. In the Amount field, specify the amount of the payment.
    3. Click One Time Return to connect to the CenPOS web browser, One Time Credit form.
    4. Click OK to open a journal.
    5. In the One Time Credit form, the User ID, Merchant ID, and Client ID are automatically populated based on your login and information you specified in Sales Order Entry.
    6. Complete these required fields:
      Card number
      Specify the credit card number. You can manually specify the number or, if you have set up a scanner device, you can swipe the card. Data stored on the magnetic stripe is automatically displayed in the Card Number, Expiration, and Name fields.
      Expiration date
      Select the month and year noted on the credit card.
      Name on card
      Specify the name of the person authorized to use this credit card. Be precise. This name is used to find the payment type and payment number during Sales Order Entry.
      Amount
      Specify the amount of the refund or credit.
      Invoice
      Retain the default or leave blank.
      Email
      Specify the email address or the cardholder.
    7. Click Submit.
    To credit an ACH account:
    1. In Payment Type, select an ACH payment type.
    2. In the Amount field, specify the amount of the payment.
    3. Click One Time ACH Credit to connect to the CenPOS web browser, One Time Credit form.
    4. Click OK to open a journal.
    5. In the One Time Credit form, the User ID, Merchant ID, and Client ID are automatically populated based on your login and information you specified in Sales Order Entry.
    6. Complete these required fields:
      Aba
      Specify the American Bank Association (ABA) routing number or routing transfer number. The number must contain nine numeric characters.
      Account Number
      Specify the bank account number.
      Check Number
      Specify 0000.
      Check Type
      Select Personal or Corporate.
      Name
      Specify the name of the person authorized to use this ACH account.
      Email
      Specify the email address of the person authorized to use this ACH account.
    7. Click Submit.
  15. If the transaction is approved, a message is displayed: Card Approved ************<last four digits>.
  16. Click Save if the order is complete.
    A notification is displayed: Order Finished: Order 0000000-00 Has Been Updated.
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