SmartPOS Account Functions
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      6 | SmartPOS Account Refunds

      This article covers an overview of Account Refunding in SmartPOS which is very similar to standard the Refund procedure. The key difference is that when an Account is configured to earn Points and has been attached to a Transaction, Points will be deducted from the Account when a Refund is issued.

      This article covers an overview of Account Refunding in SmartPOS which is very similar to standard the Refund procedure. 

      The key difference is that when an Account is configured to earn Points and has been attached to a Transaction, Points will be deducted from the Account when a Refund is issued.

      Prerequisites 

      • An Operator must be authorized to perform Account Charges, Credit Money to Accounts, and perform Account Charge Refunds
      • These are in addition to being permitted to perform general Account Till Functions
      • The flags permitting these can be found in BackOffice within Operator Maintenance on the  Till Privileges Tab
        • Accounts & Discounts: "Account Charges" Flag 
        • Accounts & Discounts: "Credit Money to Account" Flag
        • Accounts & Discounts: " Account Charge Refunds" Flag

      Issuing a Refund to an Account

      • If an Operator has made a mistake when Charging an Account, a Refund can be issued by selecting a negative quantity of a Product
      • The procedure is the same as Charging an Account, however since it is a reversal, the Account Balance will increase and the appropriate Amount of Points will be deducted from the Account's Points Balance
      • After attaching the Account to the Transaction and selecting the negative quantity of the desired Product/s, the Operator will proceed through to the Payment Options window and select the Account Charge Payment method

        

      • The negative Account Charge displayed in the Transaction Window is treated as a Credit to the Account Balance
      • Upon opening the Account again, the Operator can confirm that the Account Balance has been Credited and that the Points Balance has been debited accordingly


      • Points will debit accordingly for an Account no matter which Payment method is used to Finalise a Refund