Bill Cancellation¶

This section will be focused on the bill cancellation process and will walk you through the steps and scenerio you can use. In general with POS transactions, there are two ways of making a bill cancellation both of which will be described in the following chapter:

• Bill Cancellation
• Creating a Credit Memo

Setup Relevant To Credit Memos on Shop Card¶

If you are using application version 22 and above, you are able to define a different report that should be printed in case the credit memo doesn´t exceed the limit for printing simplified tax document. In this setup you should be setting up two report numbers related to credit memos:

• Posting Report Id (Simplified Cr.Memo): this report will be used if the amount of the credit memo doesn´t exceed the Simplified Tax Document Limit
• Posting Report Id (Cr. Memo): this report will be used if the amount of the credit memo exceeds the Simplified Tax Document Limit

A new report was added in this version for printing simplified tax document - if you want to use the report layout available in the standard POS solution, you may you the report number 4069743.

Bill Cancellation¶

This action should be used in case that you need to cancell a bill created within the current day. With this actions, all entries of the bill are cancelled (a sales credit memo is posted on the background). With posting a bill cancellation all items are restocked to the current shop. It is possible to cancell a bill that has been paid by cash or by card or even combined. This function cannot be used with bills that have already been cancelled (even partially).

The first step to perform a bill cancellation is to select the "Cancel Bill" action.

A list of bills that are available for cancellation will appear.

The user will be asked to confirm the cancellation of selected bill.

In case the selected bill was paid by a credit card (at least one of the payments) and in case the PIN for Cancellation is required, the dialogue for code input is shown

After the bill cancellation has successfully been posted, a informative dialogue shows to inform the user.

After the bill cancellation is posted (the system creates a credit memo in the background and posts it), the user is asked whether he wants to copy the entries from the original bill into new bill - this function can be used for example if customer wants to return an item that is immediately exchanged for a different piece of the same item.

If the user choses to create a new bill, the bill is automatically open after the bill cancellation posting process is done.

Posted credit memos can be displayed from the "Posted Credit Memos" pile that is available in the POS rolecenter.

Creating a Credit Memo¶

This action should be used if a user want to cancel a bill that has been created in longer time period or if the user wants to change the entries from the bill that will be cancelled. To use this method of bill cancellation click "Create Credit Memo" action. The user is not able to use this function on a bill that has already been cancelled (even partialy).

A list of bills available for cancellation will appear.

The user is supposed to select a bill to cancel, then the user is presented a confirmation dialogue as to wheter he wants to create a credit memo for selected document.

If you are using application version 1.6 and above where repetative bill cancellation is allowed, if the bill has already been cancelled, you will receive a confirmation message before actually performing the bill cancellation.

If the bill has been partially cancelled already, only the items that weren´t cancelled yet will be transfered to the credit memo.

If the user confirms that bill cancelltion should be performed, the user is asked whether he wants to modify the credit memo before posting. Under modifying following changes are meant:

• delete one or more lines that should not be cancelled
• add text lines to the credit memo (e.g. reasons for cancellation)
• changing the posting date

If necessary the user can leave the opened credit memo and return to it later. Opened credit memos are displayed in the "Open Credit Memos" pile in the POS rolecenter.

If at least one of the payment methods used was a card payment and according to the setup it´s mandatory, the dialogue for entering the four digit pin code appears:

After finishing the necessary modifications, the document can be posted using the "Payments" function.

The user can select several payment methods that will be used for returning the amount to the customer.

After clicking the "Close and Post" action, the credit memo is posted and aside of standard entries, drawer entries are created. If the authorization code is mandotry, then it must also be entered while processing the credit memo payments.

The posted credit memo can be opened from the "Posted Credit Memo" pile from the POS role center.

If you´re using our standard POS report for simplified tax document, the printed slip will be looking like the picture bellow.