Customer Sales Return                  

Refund

(6) Once you have selected and completed each product line being returned, click on the General TAB.  You will notice that the various fields within the Totals section on the right-hand side of the screen have automatically updated.  

(7) Click the Refunds button to begin issuing the customer a refund.

(8)   To add a refund payment, click the Add button.  Multiple payments can be created and will be listed in this window.

(9)    Select the Refund Type by clicking on the arrow to the right of the Payment Type field.  Choose from the following six (6) different payment types:

Cash:  Enter the amount of the customer’s refund.  TeleTracker Online will automatically display the refund’s balanced owed and update it once the refund amount has been entered.  Click the OK button when finished.

Check:  Enter the amount of the customer’s refund, Check Number, and Bank Code. TeleTracker Online will automatically display the refund’s balanced owed and update it once the refund information has been entered.  Click the OK button when finished.

Credit Card: There are various methods of refunding credit card payments within TeleTracker Online. 

a)    When utilizing an External Credit Card Processing Machine, enter the Amount of the customer’s refund, their credit Card Number, Expiration Date, and Approval Code.  TeleTracker Online will automatically display the refund’s balance owed and update it once the payment information has been entered.  Click the OK button when finished.  

b)    When utilizing TeleTracker Online’s built-in Credit Card Processing Gateway, enter the Amount of the customer’s refund, and click on the Swipe Card button.  Once the card has been swiped, the remaining fields will automatically populate.  Click the OK button when finished. 

c)    When utilizing TeleTracker Online’s built-in Credit Card Processing Gateway and the customer’s card is unreadable or your keyboard does not have a built-in credit card swipe, enter the Amount of the customer’s refund, their Credit Card Number, Expiration Date, and click the Manual Authorization button.  Once TeleTracker Online provides you with an approval code, click the OK button when finished.

Debit Card: The Debit Card refund option within TeleTracker Online is not yet functional.  However, when available, you will be able to refund Debit Card’s by selecting this refund option.  This feature will be available in a future upgrade.

Gift Certificate: The Gift Certificate refund option within TeleTracker Online is not yet functional.  However, when available, you will be able to refund Gift Certificates by selecting this payment option.  This feature will be available in a future upgrade.

Store Credit: Enter the amount of the customer’s refund.  TeleTracker Online will automatically display the refund’s balanced owed and update it once the refund amount has been entered.  Click the OK button when finished.

(10) This is a reference field showing the current Balance Owed to the Customer.

(11) Based upon the Refund Type, enter the Refund Amount to the Customer.

(12) Click OK to return to the Main Return screen.

To save the Return, Click the Save  button located on the toolbar.

General Step 1  --  Products Returned Step 2  --  Refund Step 3