Print, Duplicate, Void, or Reconcile a Purchase Refund - Smarter Sales & Inventory Management | Zayls

by Joseph Aquino
2 years ago
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Knowledge Base Purchasing | Print, Duplicate, Void, or Reconcile a Purchase Refund

Print, Duplicate, Void, or Reconcile a Purchase Refund

Print a Purchase Refund:

1. Click the Purchase Refund you want to print.

2. Click Print.

Sample Print File:

   – This will rotate the file.

   – This will download the file.

  – This will directly print the file.

Icons are taken from the PDF Reader when opened in Google Chrome.

Duplicate a Purchase Refund:

1. Click the Purchase Refund you want to duplicate.

2. Click More.

3. Click Duplicate. The purchase refund details will be copied, and you may now edit details or add new Purchase Returns.

4. Once you’re done, click Save. A message will appear if the purchase return refund is created successfully.

Void a Purchase Refund

1. Click the Purchase Refund you want to void.

2. Click More.

3. Click Void.

4. A Void confirmation dialog will appear. Click Void to void the existing purchase return refund or click Cancel to terminate your action.

5. A message will appear if the purchase return is voided successfully.

Editing is not allowed once a transaction has been voided.

If the user is not an Admin, functionalities such as edit, void, delete will not work after seven days of the transaction creation or depending on the Auto Archive Age settings set up by the system admin.

Reconcile a Purchase Refund:

1. Click the Purchase Refund you want to reconcile.

2. Click Reconcile. 

3. The system will ask for the posting date of the Refund to your bank account. Select the date of the refund posting date in the dialog box.

3. A Posting Date dialog box will appear and you have to choose a posting date when the refund reflected in your bank account.

4. Click Save to reconcile the Purchase Refund or Cancel to terminate the form.

Only accounts with Purchase Refund – Reconcile permission can reconcile/unreconcile a purchase refund.

Once a Purchase Refund is reconciled, it can no longer be modified by any account.