How To: Searching for a Credit Memo Number
Overview
This tutorial describes how to search for a customer’s credit memo (store credit).
Video
Tip: Use the controls on the video player to watch in Full Screen mode, adjust the quality, or watch on YouTube.
Step-by-Step
Click image to enlarge.
- To begin, click search button to the right of the Order # field in Point of Sale Entry.
NOTE: You may also access this screen from Customer Master # Inquiry (02-16).
Click image to enlarge.
- On the Sales Transaction Inquiry screen, enter as much search criteria as you can. In this example, we know the approximate date of the transaction and the customer number, so we will enter that information in the appropriate fields.
- To search for a customer number, click the ‘Search’ button.
- You can enter additional information in the search fields to narrow the results.
Click image to enlarge.
- Click ‘Refresh’ to load the results.
- Look for a transaction with a negative total. When you find one, view the ticket details by double clicking on the Ticket #.
Click image to enlarge.
- Click ‘Payments’ to confirm that the refund was a credit memo.
Click image to enlarge.
- If this is the correct refund, write down the Order #. The customer’s Credit Memo Number is an asterisk followed by the refunded order number. In this example, it is *100185.