Changing Tender Type for Account Payoffs

To change the tender type for payments made on account after the payoff has been completed, follow the steps below:

Step 1

In the main menu, go to Sales and select Sales Search.

Step 2

Click the pen icon in the Actions column for the sale where you want to change the Tender type

Step 3

Select the Payments button.

Step 4

Select Make Refund in the Payments modal.

Step 5

Select the checkbox next to the displayed payment line.

Under the Payoffs column, a value highlighted in green indicates the payoff amount corresponding to the payment made on account for this sale. Click on the value highlighted in green.

Step 6

In the Refund Debit - Reverse Payoffs modal, enter the full amount to be reversed in the Reverse field, then click Reverse to proceed.

Step 7

Select the checkbox next to the displayed payment line. Enter the full refund amount in the Refund Amount field then click Pay.

A Confirm Refund modal will appear. Click Proceed to continue.

Step 8

The Payments modal will reopen.

Select the appropriate Tender type from the list, then click Pay .

This completes the process of changing tender type for payments made on account after the payoff has been completed.