Summary
Join Josh Jacobs as he walks through a quick credit balance refund directly from the Global Sales Payment screen.
Video
Transcript
Josh Jacobs 0:05
In this video, we're going to talk about the process of refunding an existing credit. This is going to be done from the payment Screen from global sales. The first thing we're going to do is bring up the global sales look up, we're going to look at the household that has the Credit Balance RecTrac will inform you that this household currently does have a credit balance. And once global sales is brought up, we're actually going to bypass everything and go right to the payment Screen by clicking on the $0 payment Button. Once here, in the middle of the Screen, you're going to see the Button for use slash refund credit, you can Click on this Button and then choose the option for us slash refund credit.
Josh Jacobs 0:54
From here, you're going to see the available credits that this household has. What you can do is you can choose the credit, you can then choose refund selected credits. If that household has multiple credits, you do have the ability to choose the refund all credits for this example, I'm going to just choose my one $50 credit, Click the refund selected credits Button, which will then bring me back to the payment Screen with the ability to refund out that credit in this case for this example, we will do a refund finance meaning finance will cut the check you will have the ability to do refund nows back to cash or credit card. We can process the transaction through we are brought back to the lookup Screen and that is the process of refunding an existing credit from RecTrac