Reversing a Payment on a Customer Account

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

On the Till screen, click on Account Payment.

The Customer Account Payment Modal will appear. Click on the Search dropdown to open the Customer drop down.

Select the customer that you need to do a reversal for.

Once you’ve selected the customer, their outstanding balance will be visible.

You can now go ahead and enter in the Amount that is being reversed, and a Reference. Next, select the payment method that the reversal needs to be done with, this could be Cash, Card or another payment type that you have set up. If you have more payment methods, but they are not visible, please click on the  drop down to select the correct payment method.

Once done, click on Complete Payment.

A copy of the Customer Account Payment will be downloaded to your Downloads folder, or printed if you have a receipt printer set up.

An Account Payment Complete modal will appear to confirm that the reversal is complete. Click Done.

The customer’s balance will increase accordingly, based off of the amount that was reversed.