Amount and Refund to

Refund

This feature allows you to log any and all refunds of a purchase order. The Refund button will only be actionable if payment to the supplier has been made.

After actioning a refund, you may select to which account the money will be refunded (e.g. Main Till). All payments and refunds will be logged, enabling you to view them at any time.

After tapping the Refund button, a pop-up window will appear, enabling you to enter the details of the refund.

Invoice #

The invoice number will be shown here in the highlighted area. Invoice numbers are automatically generated, however, you may input a custom number or code when invoicing a purchase.

Performed Time and Date

This section allows you to log the time and date in which the refund occurred.

Caution

The performed date is different to the registered date. Changes to accounts may never be backlogged, and as such, the system will only recognise the registered date in terms of accounting (e.g. You received a refund two days ago but are only now logging it. In terms of accounting, the refund was made today - the registered date. The performed date is simply to help you maintain a record of when the actual refund occurred, which in this case was two days ago).

Amount & Refund to

Use these fields to set the refund amount and to which till the money will be credited.

Add, edit and delete tills via Settings > Accounting > Tills

Tip

Each till is connected to a cash account which must be set in settings. It is this account that is credited the refund, with the till acting as an intermediary between them.

Reference

Use this field to input a reference or note regarding the refund.

Summary

The field highlighted will show basic information regarding the history of the purchase, if there is any.