Tech Tips:
Senarios in which you
may have to void or adjust completed customer payments.
Scenario
1
A cashier
processes an overpayment to an account. But the
over-payment does not pay off the whole account
receivable. See Resolution 1.
Scenario
2
A cashier
processes an overpayment to an account, and the
overpayment pays off one or more account receivables.
See Resolution 2.
Scenario 3
A cashier processes an underpayment
to an account. See Resolution 3.
Scenario
4
A cashier
processes a payment to an incorrect customer account,
and the payment does not pay off the account receivable.
See Resolution 4.
Scenario 5
A cashier processes a payment to an
incorrect customer account, and the payment pays off one
or more account receivables. See Resolution
5.
Scenario
6
A cashier
processes a payment by using an incorrect tender type.
See Resolution 6.
Resolution
1
1. In
Store Operations POS, press F7, select a customer, and
then click OK.
2.
Press SHIFT+F4, type a negative amount for the amount
that was overpaid in the Payment Received box. For
example, if the overpayment is $25.00, type -25.00.
3. Select the
account receivable that was overpaid, enter the negative
overpayment amount, and then click OK.
4. Tender the transaction with the
tender type that was used for the overpayment.
Resolution
2
Resolution
1 does not work if the overpayment paid off one or more
account receivables. To remove the overpayment from an
account receivable that has been completely paid off,
you must create an account adjustment. To do this,
follow these steps:1. In Store Operations POS, select
the customer for whom the cashier processed the
overpayment.
2.
Press SHIFT+F7 to open the Customer Properties window,
and then click the Account Information tab. 3. In the "List of account activity"
area, click Receivables.
4. Locate and select the account receivable that
was paid off, and then click Adjust.
5. In the Account Receivable
Selection area, select Adjust the selected account
receivable.
6. In
the "Type of Adjustment" area, select Debit.
7. In the Amount of
Adjustment box, enter the overpayment amount.
8. (Optional) Type
a comment in the Comment box.
9. Click OK to create the
adjustment, and then click OK to close the Customer
Properties window.
10. Repeat steps 1 through 9 in this section for
any additional account receivables that were
overpaid.
Resolution
3
1. In
Store Operations, press F7, select the customer, and
then click OK.
2.
Press SHIFT+F4, type a positive amount for the amount
that was underpaid in the Payment Received box.
3. Select the
receivable to which you want to apply the payment, enter
a positive amount for the underpayment amount, and then
click OK.
4. Tender
the transaction by using the appropriate tender type.
Resolution
4
1. In
Store Operations POS, press F7, select the customer who
had the incorrect payment applied to their account, and
then click OK.
2.
Press SHIFT+F4, type a negative amount for the amount
that was incorrectly applied to the customer?s account
in the Payment Received box. For example, if the
overpayment is $25.00, enter -25.00.
3. Select the receivable to which
the incorrectly applied payment was applied, enter the
negative amount, and then click OK.
4. Tender the transaction to the
tender type that was used for the incorrectly applied
payment.
Resolution
5
Resolution
4 does not work if the incorrect payment pays off one or
more account receivables. To remove the incorrect
payment from an account receivable that was completely
paid off, you must create an account adjustment. To do
this, follow these steps:
1. In Store Operations POS,
select the customer for whom the cashier processed the
incorrect payment. 2.
Press SHIFT+F7 to open the Customer Properties window,
and then click the Account Information tab. 3. In the "List of account activity"
area, click Receivables.
4. Locate and select the account receivable that
was paid off, and then click Adjust.
5. In the Account Receivable
Selection area, select Adjust the selected account
receivable.
6. In
the "Type of Adjustment" area, select Debit.
7. In the Amount of
Adjustment box, type the incorrect payment amount.
8. (Optional) Type
a comment in the Comment box.
9. Click OK to create the
adjustment, and then click OK to close the Customer
Properties window.
10. Repeat steps 1through 9 in this section for
any additional account receivables that were incorrectly
paid.
Resolution
6
1. In
Store Operations POS, press F12 in a transaction that
does not contain any items.
2. Enter a positive amount for the
correct tender type.
3. Enter a negative amount for the incorrectly
processed tender type.
4. Click OK to tender the transaction.
5 