BEST POS - Customer credit note return to account

Customer Credit Note (return to account) in BEST POS (Retail)

Summary

This article explains how to issue a credit note in BEST POS and post it to the customer account: start an item return, choose the On Account refund tender, or create an adjustment credit with no items. It covers variants (partial credit, invoice reference, restocking) and common fixes.

Step-by-step Instructions

1) Prerequisites

  • The customer is attached to the ticket (see article 3.1).
  • User has return/refund rights and access to the On Account tender.
  • Know your policy: restocking, inventory re-entry, proof of purchase.

2) Create an item return (credit note with items)

  1. Open a new sale and attach the customer if not already.
  2. Start Return mode (Return/negative sale), then scan or enter the items to return.
  3. For each line, confirm qty, price, tax, and reason if supported.
  4. Press Subtotal and verify the credit amount.
  5. At refund, choose On Account to post the credit to the customer account (instead of cash/card).
  6. Check: the return invoice closes and a customer credit is created, visible in the account balance/statement.

3) Issue a credit with no items (adjustment)

  • Use an adjustment function or a credit PLU (admin credit) per your setup to generate a credit amount.
  • Subtotal, then select On Account to post the amount to the account.
  • Add a clear invoice message (e.g., “Service credit” or “Credit for invoice 12345”).

4) Variants (if applicable)

  • Partial credit: return a partial quantity or adjust the price before subtotal.
  • Invoice reference: link the original invoice when available for traceability.
  • Inventory: choose to restock or not restock based on item condition.
  • Taxes: confirm negative taxes follow rules (reverse original tax).

Fixes and FAQs

  • On Account tender unavailable: verify permissions and that the customer is attached.
  • Wrong credit total: check price, discounts, taxes, and quantities; correct before tendering.
  • Credit not visible on statement: refresh lists, check posting date, and ensure it posted to the correct customer.
  • Inventory off: adjust restock choice and issue an inventory adjustment if needed.
  • Need to reverse: use Void immediately or create a debit invoice per policy.

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