This feature is designed to record a refund (negative receipt) against a Credit Note in byondpro.
This screen applies only for byondpro customers that are NOT integrated with Sage 300 or users of opuspay.
opuspay: refer to separate product specification
Sage 300: refunds are processed in Accounts Receivable the Refund Write-back is used to post the transaction back into byondpro
PREREQUISITES
Cemetery System Setup - following configuration applies:
UseOpusPay: N
and SageERPIntegrated: N
Sales Order Header - following conditions apply:
Document Type: Credit Note
and Status: Posted
If above prerequisites are met, show (new) button on Sales Order Header: Create Refund
When CREATE REFUND button is selected, the screen below will open in a separate window.
Create Refund
This screen is used to process a refund (negative receipt) against a Credit Note in byondpro.
It uses the same principles as the existing Create Receipts screen and pre-populates the following values from the Order Header:
Payer
Sales & Booking
Order
Payer Name (editable text)
Payment Type: prefills with type REFUND
Receipt Date: prefills with TODAY's date (user can change to dates <= today)
Receipt Number: populated with next RC number when entry is saved.
The following values are described in detail below:
(1) Credit Note Number
(2) Refund Transaction
(3) Amount
 Credit Note Number
This is the document (credit note) number from the originating transaction.
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Type
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Notes
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Rules
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Compulsory
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Format
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Edit
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Size
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Default
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Error Message
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Text
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1. Auto-insert document number from the originating Sales Order header.
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Y
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text
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N
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 Refund Transaction
This indicates that the entry is a refund transaction for ease of reporting.
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Type
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Notes
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Rules
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Compulsory
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Format
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Edit
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Size
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Default
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Error Message
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checkbox
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1. Auto-filled with value Y
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Y
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text
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N
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|
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 Amount
This the value of the refund transaction
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Type
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Notes
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Rules
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Compulsory
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Format
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Edit
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Size
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Default
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Error Message
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Currency
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1. Auto-fills with Total Amount of the originating credit note
1a. this is the tax inclusive total.
2. User can edit the amount.
2a. Accepts amounts < $0
3. If amount entered is >= $0, disable SAVE button
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Y
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text
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Y
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