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How To Reverse A Payment Received On A Customer Account

 

There are instances where you might need to process a reversal of a payment received, this might be because of an incorrect amount or incorrect tender type selected. Follow the steps below to process a Customer Payment reversal.

 

1. On the mail till screen, select Payments, then select Receive on Customer Account.

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2. Select the correct Customer from the list

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3. Enter in a reference for the reversal- ensure that you include the reason for the reversal. Enter in the amount you are reversing as a negative e.g. -100 or -300 depending on what the original amount was set as. Select the same tender type as the original payment

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6. Once all the details are entered, select Accept Payment. The reversal is now processed and this transaction will reflect on the Customer Statement.

 

If the reversal is done on a different day from the original sale, the reversal will affect your Cash Up for that day. You can add a note to the Cash Up for future reference to account for the difference

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