How to Return a Floating Credit or Remaining Balance to a Customer’s Credit Card

If a customer has a floating credit or remaining balance on their account that needs to be refunded to their credit card, you can process this directly through the Sale Module using a custom line item. This method ensures both the customer credit and card payment balance out to zero.

Steps to Return a Customer’s Credit:

1. Open the Sale Module

   • Go to Point of Sale -> Create Sale.

   • Select Custom Line to add a generic line item.

2. Add a Custom Line

   • Leave the Price as $0.00.

   • You don’t need to fill in any other details.

   • Click OK to add the custom line to your cart.

3. Go to Checkout

   • Choose Customer Credit as the first payment method.

   • Enter the amount you want to refund (this will deduct the amount from their customer credit balance).

4. Add the Credit Card Refund

   • Select Credit Card as the second payment method.

   • Enter the same amount as a negative value (ex. -400.00).

   • This negative value represents the refund being issued to the card.

5. Ensure the Transaction Balances

   • The customer credit and credit card refund should total $0.00 before finalizing.

6. Submit the Sale

   • Click Submit Sale.

   • The system will record the refund, decrease the customer’s credit, and issue the refund on the credit card.

Example Use Case:
You have a customer with a $400 store credit who wants it refunded to their credit card. By following the steps above, the system reduces the customer credit by $400 and records a $400 refund transaction on the customer’s card.

Notes:

• Always verify that the credit card on file is valid and active before processing.

• The Customer Credit balance should decrease by the refunded amount.

• The Credit Card payment line should show the transaction as a negative (refund) entry.