How can we process refund for a customer in ServQuick?

How can we process refund for a customer in ServQuick?

A sale refund is done where a customer may return any purchased item in its original condition and in return will get the money paid for it.

To do a Sale refund
Step 1: Go to Sales->Receipts




Step 2: Choose the desired receipt for which the refund has to be made and click on Refund. If there are two items in a bill and the refund has to be made for one item, choose the item and click on refund.


Note: If the payment for the sale done is fully made in cash, a partial refund can be done. If payment is made through other modes, then only a full refund can be done.
A receipt once refunded, cannot be edited or cancelled




Partial Refund-Which means a refunding some of the purchased items in respective bill as per the need and get the money back for returned items.
 


Go to Receipt screen->Select the respective bill->Click on refund->Choose the item which needs to be returned in the bill->click on Done.




To Add the Remarks in the Refund

Configuration to be Enabled:

Steps: Go to Settings->Configuration->Sales Configuration->"Require remarks in Refunds"->update.



In Receipt Screen , While refunding the invoice pop up of remarks box and Email box will be displayed.


Step 3: To view the refund in Reports

Go to Reports->Transaction summary->Refund summary / detail report




Allow Refund/Reprint Configuration

Purpose: The "Allow Refund/Reprint Configuration" will allow us to Refund or Reprint the Invoice as per upto selected days in the configuration. We can choose the number of days from the drop down 1 day or 7 days or 30 days. 

Real time Scenario: In the "Allow Refund/Reprint Configuration " If choosed as "7 days" , In the Receipt screen we can reprint or refund the respective invoice from the billed date to 7 days.

Menu access: Go to settings ->User and Permission->User

Go to user ->Edit the respective user->"Allow Refund/Reprint for last " Choose the " 1 day or 7 days or 30 days" from the dropdown.



Date filter option in Receipt Screen:

Purpose: In Receipt Screen, We can filter receipt based on the date filter so it will be easier to identify the receipt without the searching the respective Receipt No.

Step 1: To Enable the Configuration:
Go to Settings->User and Permission->User->Edit the respective user->"Allow Date filter option in Receipt Screen" ->update



Step 2: After Enabled the Configuration, Receipt screen will show the option of "Apply Filter"

Click on "Apply Filter " to apply the filter



Step 3: Select the "From Date" and To Date" and If you know the "Customer Mobile no" Enter the contact no and Apply

It will filter the Bill between the selected dates and customer mobile no applied.



Step 4: Based on the selected date and Customer mobile no , Bills will be filtered.

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