How to do a Credit Balance Refund in RecTrac 3.1
Problem
How do I do a credit balance refund in RecTrac 3.1?
Solution
Credit Balances are refunded through Global Sales in RecTrac 3.1. Simply look up the Household, go to the Payment screen, click Use/Refund Credit, select the amount and process.
Here are the more detailed steps.
- In RecTrac, go to Global Sales. Lookup and select the household.
- Click Payment. Click Use/Refund Credit. You will go to the Use Credit screen.
- Click Refund All Credits. If you don't want to refund all the credits, then use the DataGrid and select the credits you want to refund. Then click Refund Selected Credits.
- Back on the Payment screen, select the Refund Option. If you're giving the customer cash back, then select "Refund Now." If you process refunds through your Finance department, then select "Refund Finance."
- Click Process.