One of our guest got a refund check in December, issued Dec. 15, received December 27. Unfortunately, with bank hours changed, from closure to reduced hours, and scouts having COVID restrictions he was not able to get the check to the bank within the 90-day limit. He requested a new check for a refund and the problem is, our GS already refunded the order via check in Tess. Can I un-refund a check in Tess, recreate the order and then re-refund them?
Please advise.
We usually go into the original order, deduct the value from the original check number and apply it to the new check number.
Lauren,
Can you explain how you do this?
Hi Misti,
We go into the order where the original check refund occurred. Open up payments and enter the check amount, payment method Check. Enter the original check info (check number, name) and apply. That is effectively canceling the original check. If the original check amount was $100, we now have -$100 in the amount window which needs to be applied. Select Check for payment method and enter the new check details (check number, name). Then save and exit the order. The debit and credit will be equal so the transaction total will be $0 meaning it won't affect our total transactions for the day. This is mostly a cosmetic adjustment but auditors appreciate it more than just notating a new check number somewhere in the account.