How to return an On Account sale with a partial payment


Latest update: - Nath Cohen

Objective

To return the partial payment a customer made on an On Account sale and close it off without taking a payment in full. 

Setup

  •  Vend for Mac or PC

Steps

You'd need to manually process the return by handing the customer cash or returning manually on your payment terminal outside of Vend.

To show this in Vend, you can follow these instructions:

  1. Click Sales Ledger
  2. Search for the On Account sale you want to return
  3. Expand the sale by clicking the date
  4. Click Apply payment/refund
  5. Enter the amount you returned to the customer with a minus symbol (e.g. -55.25)
  6. Click Setup 
  7. Click Payment Types
  8. Create a payment type called 'Bad Debt' or 'Cancelled On-Account'
  9. Search for the On Account sale you want to return
  10. Expand the sale by clicking the date
  11. Click Apply payment/refund
  12. Enter the total sale amount (e.g. 110.50) with the minus symbol
  13. Choose the payment type you created earlier

 

Powered by Zendesk