Issuing refunds/returns
Here are the steps to issue a refund.
Click on Accounting, Invoices.
Click on the invoice once to highlight it, then hit Returns.
This will open a return invoice listing everything the client got with quantities of zero. Enter the amount to be returned in the Qty field. When you click anywhere else, it will turn to a negative amount.
If you need to return a partial amount for an item, click in the Each field and adjust the price.
You cannot go over the amount that was originally charged. You will get a popup warning.
In our example below, the pet was charge 3 Board holiday rates and a $35 bath. We want to credit him back for 2 holiday rates and $10 from his bath.
Click in the Qty field for Board holiday rate and change it to a 2.
Click in the Qty field for the bath and change it to 1. Click in the Each field and change it to $10.
Once you have entered Quantities for all items to be returned and the amount at the bottom right is correct, it is time to issue the refund.
If you want to put the amount as a Credit on file that the client can use to pay invoices, hit the OK button.
If you want to give the money back to the client, hit the Issue Refund button. Choose the payment method and complete the return.
Whenever you process a return, Kennel Connection will create a return invoice and return receipt. They will be in red in the list under Accounting.
Prepayments/Deposits/Credits
You can either return the full amount or return a partial amount.
Full amount
Click on Accounting, Receipts.
Open/Modify the deposit.
Click the Return button.
Hit YES to the prompt.
KC will create a return for the full amount.
Partial amount
If you need to return a partial amount or it is a credit on the account, you must first create an invoice to apply the deposit/credit to.
You can either use an inventory item already in your system or you can set up an Inventory item specific to returns.
Please note: Lite users do no have access to Inventory. Contact Sales to upgrade to the Standard version. Sales@SoftwareConnectionLLC.com or 1-888-486-4343 option 1.
Click on File, Inventory, Categories bubble.
Hit New and create the new category. Hit Save when done.
Next, click on the Inventory bubble.
Hit New and enter the code, category and description. Hit Save when done.
Now you are ready to start the return.
Click on Accounting, Invoices. Create an invoice for that customer.
Choose the inventory item you created and change the Each column to the amount of the deposit/credit, $75 in this case.
Hit Pay/Take Payment. Check the Pay box for the invoice and the Pay box for the credit.
Hit OK to save the receipt and invoice.
Click on Accounting, Invoices.
Click on the invoice you just created for $75.
Hit the Returns button.
Change the Qty field to 1 and hit Issue Return.
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