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 Customer Payment.

The Customer Account Payment Modal will appear. Select the same payment type that was selected in the original payment. If you have more payment methods, but they are not visible, please click on the  drop down to select the correct payment method.

Once you have selected the payment type, add in the Amount that you are reversing as a negative e.g. -20.00 and a Reference, and then click on the Search Customer drop down. This will open a list of your account customers.

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

Once you’ve added in all amount and reference, click on Complete Payment.

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

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

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

The Customer Payment Complete Modal will appear. The customer’s balance will increase accordingly, based off of the amount that was reversed. Click Done.