In order for a refund to be processed, a credit note transaction must first be created in byondpro.
The credit note manages the reversal of sales revenue.
When integrated with Sage 300, the AR Refund will be applied to the nominated credit note.
Prerequisite:
A credit note exists, that references the original invoice number, as stored on the opuspay Receipt
On selecting Refund, the following applies:
User opens original Receipt >> selects Refund
byondpro checks for credit notes that match the invoice number stored on the Receipt
If no credit notes exist, show error message:
Please create a credit note for products & services relating to this refund. Ensure that [INVOICE NUMBER] is applied in the credit note header.
Then return to this screen to process the refund
b. If credit note exists, byondpro auto-inserts the document number to the Credit Note field
c. If more than 1 matching document, user must select credit note document to apply.
The Refund Amount is auto-matched to the credit note amount
validate must be less than or equal to original receipt $ If credit note is greater than receipt $, insert original receipt $. Show message: Sorry, can't issue refund for more than was receipted.
displays refund amount as negative
validate not equal to $0
On save, the Refund is processed via the opuspay gateway
If process successful:
Refund date / refund number inserted against the Receipt/Refund entry in byondpro
If integrated with Sage 300, iMan integration creates Refund, referencing the credit note.
v1: accept 1 only refund per receipt is possible
v2: check for total amount refunded against a receipt, allow up to the full receipt amount.
