OE 8.1E

When a credit note is issued on an invoice that has been completely paid using OE payment with Credit Card, cash or debit, there should be an option to also enter the refunded amount.
Currently, this needs to be done in Receivables.
We have clients that only use Order Entry for their Sales Counter staff and it is inconvenient to have to track manually the refunds and ask the Back Office to process them.

Perhaps Softrak could add this feature to the Credit Note functions.

Perhaps their Sales Counter Staff should consider using CounterSales. When a Credit note is issued against a CounterSales Invoice, the original payment type is available as the refunded amount.

Hello Patricia,

OE has always had the functionality to do what you want but Softrak is shy about mentioning the procedure. What you are looking for is not in the Credit Note function but is handled as a negative Invoice with a refund amount (negative payment) recorded under the payment screen at the end. When a customer returns paid items for a refund, enter these as negative quantities on the order screen and any miscellaneous charges refunded by entering the dollar amounts as negative. If they are asking for other items to be shipped to partially offset the refund, enter those amounts with positive quantities to reduce the refund.

To make this clear to the customer, we have created an invoice specification form with the following modifications. The large word "Invoice" at the top is replaced with the words "Refund Note", the word "Terms" is replaced with the words "Refunded By" and the word "Total" is replaced with the words "Total Refund". We save this modified form as Refund Note and it is available to print as an invoice specification. All of the negative amounts will print with a minus sign including your refund to the customer under payments. Try it out.

I think Softrak should mention this procedure in the OE Manual under "Common Tasks" and provide a sample refund form in the Sample Data.

Regards,
Rick McLeod
Sunbeam Specialties, Inc.

Thanks for the clear description Rick.

Thank you for the info Rick. I will check how clear it is for the users to use a negative order and a negative payment instead of a credit note.

Andrew:

This appears to be a great work around but I hope OE will see the light of day with Credit Notes including Refunds.