How to void an order that has a payment associated to it

Explanation

Occassionally, an order will need to be voided that has a payment on it. The steps are straight forward, but the pop-up text tends to be confusing.

Decision

  1. Determine if the customer wants a refund or have the money sit in credit to be used on another order
  2. Decide if the customer needs to be refunded and you want a record of the refund or not

Steps (Customer wants a refund)

Steps to show a record of the refund

  1. Click the Void button
  2. Click the Yes button in the Confirm pop-up
  3. Click the No button in the new Confirm pop-up (this tells Cyrious not to void the payment)
  4. Select the person voiding the order
  5. Click the OK button
  6. Select the employee in the Employee Identification
  7. Enter a reason for the adjustment (recommended: Voiding order #...)
  8. Click OK button
  9. Click OK button
  10. Go to Payments
  11. Click the Refunds button
  12. Enter the amount of the refund (Ensure that there is enough money or that it matches the amount if desired in Customer Credit above)
  13. Put in a reason (recommended: Voiding order #...)
  14. Select Issued By employee
  15. Select the payment type (recommended: Using the same method that the original payment was if you are using QuickBooks, otherwise the method of the refund) (Note: The From Customer's Credit Balance radio button should be selected, just grayed out)
  16. Click the Issue Refund button
  17. Click OK button

Steps with no record of the refund

  1. Click the Void button
  2. Click the Yes button in the Confirm pop-up
  3. Click the Yes button in the new Confirm pop-up (this tells Cyrious to void the payment)
  4. Select the person voiding the order
  5. Click OK button
  6. Select the employee in the Employee Identification
  7. Enter a reason for the adjustment (recommended: Voiding order #...)
  8. Click OK button
  9. Click OK button

Steps (Customer wants a credit)

  1. Click the Void button
  2. Click the Yes button in the Confirm pop-up
  3. Click the No button in the new Confirm pop-up (this tells Cyrious not to void the payment)
  4. Select the person voiding the order
  5. Click OK button
  6. Select the employee in the Employee Identification
  7. Enter a reason for the adjustment (recommended: Voiding order #...)
  8. Click OK button
  9. Click OK button



See Also