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Prcess a refund request on a work order

A customer placed an order with us and total sales amount is $61.99. We wrote up a work order for her and she paid in full, $61.99. Later she caceled the order before delivery.

We processed her refund request by following steps:

1.) Recalled the work order 2.) Deleted all items, and then pressed tender 3.) Selected pick up entire work order 4.) Changed "the amount to keep" to 0 ......

We were able to credit back to our customer by this way, however, we couldn't find the record. The newest work order receipt only shows sub total, sales tax and total (the amount is 0).

Please advice if there is a way to retrieve the record with refund information?

Reply to
jzlf
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Reply to
Tara

Thanks for getting back to me. This is certainly help with the case I described in earlier post.

If the customer made a partial payment instead of a full payment, and then requested a refund, how should we process the work order to keep a record?

We have been us> I think you would need to process the work order as if she were taking

Reply to
jzlf

Hi, I see where you're coming from and understand your concern. Knowing SQL, everything is in the system somewhere- its just getting the information out in a format that understandable is the problem! Everything will be kept in the Transaction table of the database, including the Customer, who's referenced by an ID number (think its related to their Account Number). I'm no SQL genius, but it certainly possible to have a report written for you that will query the information held in this table. Generally, when I need to take a look through the tables, I use SQL Management Studio (free Microsoft download) and its great for understanding and getting to grips with the structure behind the database.

I don't do a whole lot of work with Work Orders- would the Work Order report thats there already help at all? You can change the status from Open to Closed and it should show you whats collected, refunded, the customer etc. Maybe that report modified might be better for you.

H> Thanks for getting back to me. This is certainly help with the case I

Reply to
Tara

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