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
- Determine if the customer wants a refund or have the money sit in credit to be used on another order
- 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
- Click the Void button
- Click the Yes button in the Confirm pop-up
- Click the No button in the new Confirm pop-up (this tells Cyrious not to void the payment)
- Select the person voiding the order
- Click the OK button
- Select the employee in the Employee Identification
- Enter a reason for the adjustment (recommended: Voiding order #…)
- Click OK button
- Click OK button
- Go to Payments
- Click the Refunds button
- Enter the amount of the refund (Ensure that there is enough money or that it matches the amount if desired in Customer Credit above)
- Put in a reason (recommended: Voiding order #…)
- Select Issued By employee
- 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)
- Click the Issue Refund button
- Click OK button
Steps with no record of the refund
- Click the Void button
- Click the Yes button in the Confirm pop-up
- Click the Yes button in the new Confirm pop-up (this tells Cyrious to void the payment)
- Select the person voiding the order
- Click OK button
- Select the employee in the Employee Identification
- Enter a reason for the adjustment (recommended: Voiding order #…)
- Click OK button
- Click OK button
Steps (Customer wants a credit)
- Click the Void button
- Click the Yes button in the Confirm pop-up
- Click the No button in the new Confirm pop-up (this tells Cyrious not to void the payment)
- Select the person voiding the order
- Click OK button
- Select the employee in the Employee Identification
- Enter a reason for the adjustment (recommended: Voiding order #…)
- Click OK button
- Click OK button
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