Invoices

Refunds, Returns, and Exchanges for Paid In Full

Main Menu > Invoices

A customer comes in to return a retail Product or Work Order item for which they have paid in full. Your store may have a policy of issuing a refund of Cash, Credit Card or an In-store Credit (redeemable on their next purchase).

Refunds may be Issued in one of Three Ways

1. Store Credit (FrameReady reminds you at the customer's next purchase)

2. Credit Card

3. Cash

Important: the above only applies to Invoices that are Paid in Full. To handle partial payment, see: How to Refund a Deposit Invoice and Reclaim Taxes

How to Return an Item for Store Credit

A customer comes in to return an item and you need to reimburse their payment as store credit. Do the following:

1. Go to Main Menu > New Invoice.

2. Enter the Product or Work Order number of the returned item in the Item Number field.

3. Enter negative value in the Qty field (e.g. -1, -2, -3).
   
   If the record for this item is still in the Product file, it is put back into inventory.

4. Enter Customer Information.

5. Click the Enter A Payment button.

6. Select Refund-Store Credit as the Tender.

7. Click the Done Go To Form View button.

8. Click OK.
   
   The screen displays a credit that may be printed.

9. Click Print.
   
   A credit slip prints.
   
   The credit is recorded on the customers record in the Contacts file. When they make their next purchase and you click the Enter A Payment button, a notice appears informing you of the credit owed to the customer and the amount of the credit.

How to Return an Item for Credit Card Refund

A customer comes in to return an item and you need to reimburse their payment on their credit card. Do the following:

1. Go to Main Menu > New Invoice.

2. Enter the Product or Work Order of the returned item in the Item Number field.

3. Enter negative value in the Qty field (e.g. -1, -2, -3).
   
   If the record for this item is still in the Product file, it is put back into inventory.

4. Enter Customer Information.

5. Click the Enter A Payment button.
   
   The Receipts dialog box appears.

6. Select one of the "Refund - " options in the lower section of the drop-down Tender list, e.g. Refund - Visa, Refund - MC, etc.

7. Click the Done Go To Form View button.

How to Return an Item for Cash Refund

A customer comes in to return an item and you need to reimburse their payment as cash. Do the following:

1. Go to Main Menu > New Invoice.

2. Enter the Product or Work Order of the returned item in the Item Number field.

3. Enter negative value in the Qty field, e.g. -1, -2, -3.
   
   If the record for this item is still in the Product file, it will be put back into inventory.

4. Enter Customer Information.

5. Click the Enter A Payment button.
   
   The Receipts dialog box appears.

6. Select the "Refund - Cash" option in the lower section of the drop-down Tender list.

7. Click the Done Go To Form View button.

In Summary

• On your Sales Report, you will notice the taxes for the Invoice as a negative - thus reclaiming the amount of taxes paid.