Steps/Settings (please find the document with screenshots attached)
- Set up Payment method with the Operation name ‘Pay credit memo’ and associate appropriate Posting accounts in it
Retail and commerce/Channels/Retail stores/All retail stores/select the store HOUSTON/Tab Set up/Payment methods/in our case it is called Voucher:
- Issue Credit Memo
Go to MPOS/Show journal/select sale transaction/ Select Return transaction/Return/select Products/Return/select Reason for return/OK.
Go to Actions/Transaction options/Issue credit memo:
Credit memo will be issued and transaction will be posted.
- Now we can check if credit memo has been issued
Retail and commerce/Channels/Retail stores/Credit memos:
Credit memo is issued with the number 1.
- Apply Credit memo
Enter Sales Transaction in MPOS and then pay it using the Payment method ‘Voucher’ (which has an Operation name ‘Pay credit memo’):
Enter Credit memo number 1 (the number we see in step 3):
Click Check amount, we see Available amount:
Click the button on bottom ‘Tender Payment’:
- Now we can check if Credit memo has been applied
Retail and commerce/Channels/Retail stores/Credit memos:
You will notice that Applied check box is now marked, Applied amount and Applied date are filled in.
NOTE:
If you have Partial payment scenario, e.g. 1 credit memo $100. Buy items worth $40, how to use the balance amount $60?
The system issues a new credit memo for the remaining balance automatically.
If credit memos are only partially redeemed, the system issues a new credit memo for the new balance. The new credit memo has a new number. A credit memo can be used only one time, and the system keeps a record of all the numbers that are used. The record can be viewed on the Credit memo table page. A customer can't redeem more than the value of the credit memo.
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