If a customer purchases several items and puts them on A/R, and then later wants to return only one or some of the items in that transaction, you can't simply void the sale as that would remove ALL the items.
First access the POS menu, and then select the customer from the list to proceed to the transaction screen as for any sale.
Next, from the transaction window, select at the bottom of the screen, or press F3.
From the transaction list, select the A/R transaction containing the returned item(s). You can use the options at the top of the screen to help sort the list if needed. Once you have highlighted the transaction, press .
Scan or manually key in the code of the item being returned into the Item Code field, enter the quantity of the item(s) into the Qty field, and press . The Qty To Return column will be adjusted with the new amount, and the item will be coloured blue in the list.
Once all the items being returned have been selected, press which will send you back to the transaction window.
Now you must select how to credit the customer for the return. The system will not allow you to enter a negative A/R amount, so you will enter the balance into the Store Credit field. Click to finish the transaction.
You now have returned the items, but the customer still has both a negative A/R balance, and a positive store credit balance. Now you have to apply that store credit to the customer's A/R account.
Once again select the customer from the list.
Recall the transaction with at the bottom of the screen, or press F3.
Now select the original A/R transaction as before, but this time press
In the process payment window, enter the customer's store credit balance into the Store Credit field, and click to apply the payment to the customer's A/R balance.