Refund Customers With Credit Note / Store Credits

Refund Customers With Credit Note / Store Credits

You can only refund an invoice with store credits or credit note if a customer has been added to it.

     1.    Navigate to Sale > Invoice > Sales Invoice History
     2.    Locate the original sale receipt in the history files

Locating a Former Sale Receipt
You can use the Sale invoice Number, customer name, date, etc. from the customer’s original printed receipt to find the Uprow’s electronic copy in the Sale History list. Alternatively, use the Customer History feature to quickly pull up a record of all receipts made for a particular customer during a specified history time period From the customer history screen, find the correct receipt. 

     3.    Click on Return in the action column.
     4.    All the items in that invoice will automatically get populated with any discount or fee amounts that
            were applied to the item(s) at the time of purchase.
     5.    Keep the item(s) a customer wish to return and delete all other using bin icon on the item row. 
     6.    Click on Payment and tender the return in credit note.
     7.    Click Save or Save and Prin t Button.