Transferring a Refund from one Account to Another
RecTrac 3.1.10.18.00
Table of Contents
Problem
Is it possible to move refunds/credits between accounts?
Solution
Yes! To do so, you will need to go into Global Sales for the first household that has the credit and refund the credit under the Journal Pay Code (07). Then go back into Global Sales for the second household and manually Add Credits again under the Journal Pay Code (07).
Note:
If you do not have access to the Journal Pay Code (07) then this transfer can be processed under the Cash Pay Code.
Steps For Solution
- From the RecTrac main menu, go to Global Sales.
- From the DataGrid, highlight the first household with the credit.
- Click Select.
- Click $0 Payment.
- On the Payment Screen, click Use/Refund Credits > Use/Refund Credits.
- Highlight the credit you wish to transfer from the DataGrid.
- Click Refund Selected Credit(s).
- Ensure your Refund Option is set to Refund Now.
- Set Pay Code to the Journal Payment code which is commonly payment code 07.
- Click Process.
- Highlight the second household to which you are transferring the credit, from the DataGrid.
- Click Select.
- Click $0 Payment.
- Enter the credit amount in the Total Paid field.
- Set Pay Code to the Journal Payment code which is commonly payment code 07.
- Click Add Credit.
- Click Process.
This will essentially move the credit from one household to the other through the Journal Payment Code.