REVERSE PAYMENTS. Note: Payments made using In-Store Credit cannot be reversed

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1 The Reverse Payment feature allows many mistakes made in transactions to be easily reversed. The Payment Reversal attempts to automatically refund or void out the selected payment. Note: Payments made using In-Store Credit cannot be reversed To perform a Payment Reversal on an Open Sales Order 1.) From the main menu, select POS. 2.) From the POS menu, select Sales Order. 3.) Click the Payment Reversal button to open the Open

2 4. Select the date that the payment was made. Note that if the date selected has already been sent to QuickBooks that the Payment Reversal will be blocked and a refund will have to be done instead. Also, if you are doing a Payment Reversal for a previous date, you will have to run your end of day reports again to reflect the changed totals. 5. If you have a large number of transactions, you may want to use the search function. Simply select a category from the dropdown list, enter the value that you are looking for in the field below it, and then click the Locate Transaction button.

3 6. Once you have located the transaction you were looking for, select it (the Payment ID bar will turn blue), and click the Reverse Transaction button. You will get a popup asking to confirm the reversal. Once confirmed, the Payment Reversal is complete. Tip: Only open sales orders can be reversed. For a completed sales order you must perform a refund. To perform a Payment Reversal on an Account Receivable 1. From the main menu, select POS. 2. From the POS menu, select Accounts Receivable. 3. Click the Payment Reversal button to open the Accounts Recievable Payment History screen.

4 4. Select the date that the payment was made. Note that if the date selected has already been sent to QuickBooks that the Payment Reversal will be blocked and a refund will have to be done instead. Also, if you are doing a Payment Reversal for a previous date, you will have to run your end of day reports again to reflect the changed totals 5. If you have a large number of transactions, you may want to use the search function. Simply select a category from the dropdown list, enter the value that you are looking for in the field below it, and then click the Locate Transaction button.

5 6. Once you have located the transaction you were looking for, select it (the Payment ID bar will turn blue), and click the Reverse Transaction button. You will get a popup asking to confirm the reversal. Once confirmed, the Payment Reversal is complete. How to do a Payment Reversal from a Converted Sales Order 1. On the Main Menu, select POS. 2. Select the Customers bullet, enter the Customer you need to do the Payment Reversal and select Transaction History 3. You will see a screen with the transaction history of your customer. Select the transaction needing reversed.

6 4. Select the converted sales order you are looking to reverse once it is highlight click the Reverse Sales Order Conversion button. 5. Once you click Reverse Sales Order Conversion, you will be prompted if you would like to proceed with the reversal. 6. You will return to the Transaction History of that customer, there you will notice the Transaction went from a Converted Sales Order to an Open Sales Order 7. Now follow the same procedure as documented earlier in the document to reverse an Open Sales Order.