Refunding from a Debtor Account in Credit

What happens if your customer overpays the debtor account and is in Credit?

The customer may request a refund. This transaction will generate a debit invoice for part of the credit amount or all in order to zero out the account balance.

    Refund from Debtor account as cash out 

From the Main Menu:

• 1 POS
  1 POS Selling
  Log on
• DO NOT enter any products into the Item line.
• F12 [Tender] (takes you to the tender screen)
• F11 [Tender] (shows list of tenders)
• Select ‘Charge to Account’ option (you will be presented with Enter Acct Name screen)
• Type in part of the debtor account name in question and press Enter.
• Select from the list presented. If the debtor is not displayed on the list press F7 [Show Hidden] and review the list again.
• Enter the value of the amount that the client requires refunded, and press ENTER.
  NB: The credit value can be seen in the middle grey box at the top of POS

• The screen will show the value as “Give Change.”
• Press F12 [End Sale] which will tender the sale and balance as Cash Out.
  
  NOTE: For Refunding a debtor account via EFPTOS you will need to contact Toniq support.