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    How do I void a transaction or issue a credit (refund) in Sage BusinessWorks?


    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:

    1. Access the 'Void Receipts' module, then enter the Customer ID in the field or click the 'Quick Search' icon.
    1. Once you 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 and then click the 'Void' button.    
    1. 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 and at the top of the window, it will say 'Credit'. Go ahead and click the 'Next' button.
    1. Click the 'Submit' button on the next window and 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

    If you have questions or require additional information, please submit a ticket and we will be in touch with you shortly.

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