Home › Forums › Users › General User's Discussion ›

[Financial Module] Refund for OTC (Over The Counter) sale

Submitted by Jimvet on Tue, 05/02/2008 - 17:30
in
How do you do this if a client comes in a few days later ? It would be impractical to search for the exact invoice.
‹ Just a few quick Qs [General Discussion] demo failure ›

Comment viewing options

Select your preferred way to display the comments and click "Save settings" to activate your changes.

Refund for OTC

Submitted by PeterG on Tue, 12/02/2008 - 20:22.
The easiest thing would be if the customer had the original invoice to find it and reverse it then refund the credit but if not possible I would probably write a credit note under their own name and refund the credit. If they weren't regular customers would be a bit of work though.

Re: Refund for OTC (Over The Counter) sale

Submitted by Jimvet on Wed, 20/02/2008 - 14:00.
Most OTC refunds are weeks after sale made (in our experience) and can't easily be found. Refunding via customer records won't work easily if the counter sale customer has no record. Customer information would have to be entered. It would be frustrating having to do this every time a new OTC refund is requested. We need a quick seamless solution. I suppose we could make up a client "OTC refund" - what do you think ?

OTC refunds

Submitted by PeterG on Fri, 22/02/2008 - 11:31.
Yes, good idea. I'd have to say most of our refunds would be requested in days rather than week but if that's your experience an OTC refund client would be a great idea. We would probably want to record details of refundees as a matter of course anyway. Just in case there were any serial offenders.....
Syndicate content