How do I void a transaction or issue a credit (refund) in Sage BusinessWorks?
Can a user void a transaction, or issue a credit (refund) in Sage BusinessWorks?
The following are instructions on how to issue a credit (refund) in Sage BusinessWorks.
- Access the Void Receipts module, then enter the Customer ID in the field or click the Quick Search icon.
- Click the Quick Search icon next to the Receipt field to open the transaction list for the customer. Highlight any receipt line that says “CrCard” and that has not already been voided. Click OK to add this receipt to the main window. Click the Void button.
- Once the Void button is activated, the receipt will automatically void. IF the transaction has already been settled, BusinessWorks will start the Refund process. The refund process will activate the Sage Exchange Desktop. At the top of the window, it will say Credit. Click the Next button.
- Click the Submit button on the next window. This will process the refund transaction.
For more information on processing credit card transactions in Sage BusinessWorks, use the processing guide below.
Sage BusinessWorks Payment Processing Guide
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