Credit Memos View

Sales > Credit Memos

What is a credit memo?

A Credit Memo is a document that acknowledges a liability by the store and provides authorization to pay the debt. It is issued, for instance, when a customer returns purchased goods and the store policy, for example, does not allow them to receive a monetary refund. A voucher is not sold but issued only under circumstances when a customer can claim that they have a good reason for getting one.

Setup

The terminal must be connected to the Site Manager and the Site Service in order to allow a Credit Memo to be made. This is so that these details can be stored centrally.

Issuing a Credit Memo

The Credit Memo can only be issued on the LS POS, unlike the gift card which can be issued both on the POS and the Site Manager. The credit memo is issued in a return transaction, so an item must be being returned or the balance must be less than zero.

How to set up and use a Credit Memo

The Site Service profile has to be created and configured to function Use credit memos. (Site Manager > Sites > Site service profiles > Edit profile > Credit memo > select check box Use credit memo).
In Credit Memos View search, view and work with the Credit Memos.
In the LS POS a Credit Memo is issued with the operation Issue Credit Memo.

What is the dialog/view used for?

View, edit and delete Credit Memos in this view.

Search filtering

Credit memos can be searched in a filtered search. One filtering line is added for each type of filter. You can even save your preferred filtering settings and they will be available when you open the Credit memos view.

Fields & buttons	Description
Credit memo ID Status Currency Created date Last used date	Select a filter type for each search filter line. Check the box to use the search criteria.
Begins with Contains	Begins with: Selecting this option allows you to search for the beginning of the Credit memo ID Contains: Selecting this option allows you to search for the number or letters within the Credit memo ID This field is only visible for types that allow free text search.
All Not empty Empty	All: Search displays all credit memos no matter which status they have Not empty: Search displays only credit memos that are not empty Empty: Search displays only credit memos that are empty
Search field	Enter the search criteria. For Credit memo ID you can enter a free text
	If there are more than one line press this button to delete a search criteria You can also unselect the checkbox to exclude a criteria from the search
	Press this button to add search criteria and narrow the filter.
	The following actions are available from a drop down menu when this button is pressed Save as default layout: The search lines you have selected will be saved to the view and opened when this view is opened Load default layout: If you have edited the search settings since you last opened the Credit memos view select this option to reload the saved layout Reset: Select this option to reset the layout to be as displayed in image above Toggle button locations: Select this option to set the and buttons in front of the filter type
Button: Search	Press this button or hit enter button on keyboard to search for an item with the filters set

Credit memos

View, edit and delete credit memos

Tab/Field name	Description
Credit memo ID	The memo number.
Balance	The memo balance.
Currency	The memo currency.
Created date	The date when the credit memo was created.
Last used date	The date when the credit memo was last used for a payment operation.
Back	If the list view exceeds a certain number of lines, the arrows become active and you can search through pages using Arrow left to go back.
Next	If the list view exceeds a certain number of lines, the arrows become active and you can search through pages using Arrow right to go forwards.
Edit	Highlight a line and select the Edit button to edit the credit memo. Opens Credit Memo View.
Delete	Highlight a line and select the Delete button to delete a credit memo.