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Print, Duplicate, Void, or Reconcile a Sales Refund | Zayls

by Zayls
4 years ago
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Print, Duplicate, Void, or Reconcile a Sales Refund

Print a Sales Refund:

1. Click the Sales Refund you want to print.

2. Click Print.

Sample Print File:

Duplicate a Sales Refund:

1. Click the Sales Refund you want to duplicate.

2. Click

3. Click Duplicate. The sales refund details will be copied, and you may now edit details or add new Sales Refunds.

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

Void a Sales Refund

1. Click the Sales Refund you want to void.

2. Click

3. Click Void.

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

5. A message will appear if the sales refund 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 Sales Refund:

1. Click the Sales 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 Sales Refund or Cancel to terminate the form.

Only accounts with Sales Refund – Reconcile permission can reconcile/unreconcile a sales refund.

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

Related Article: View Sales Refund Activity Log