6 | Credit Note Setup

This article covers the steps to setup Credit Notes on BackOffice. Credit Notes are a type of Voucher that is used for refunds in a transaction. Instead of giving cash back, credit notes are often issued having the same monetary value. Credit Notes have extra reporting in the Balance Reports due to their inherent “value” rather than a discount amount. Both “Credit Note Issued” and “Credit Note Redeem” totals are reported separately.

This article covers the steps to setup Credit Notes on BackOffice.

Credit Notes are a type of Voucher that is used for refunds in a transaction. Instead of giving cash back, credit notes are often issued having the same monetary value.

Credit Notes have extra reporting in the Balance Reports due to their inherent “value” rather than a discount amount.

Both “Credit Note Issued” and “Credit Note Redeem” totals are reported separately.

Credit Notes can also be pre-printed like Gift Certificates. In fact, Gift cards can also be used as Credit Notes.

Prerequisites 

• To access the issuing of Credit Notes from the Till they should be defined from the Credit Note Voucher Setup in the 'Main' Tab of  Venue Maintenance  screen for each venue 

• Once the Credit Note VoucherSetup is defined, any Refund done at the till will prompt to issue a Credit Note
• A Manager can override this and refund cash or other media type
• This Voucher is used as a substitute for a cash refund

Getting Started

• To Create a Credit Note Voucher; Go to Marketing & Promotions > Voucher Setup
•  Click on Add Voucher Setup to Create a new voucher or Edit Voucher Setup to Edit existing voucher
• Type the Voucher Name and Set the Voucher Type as Credit Note