Financial Exchange: Return Vouchers

Exchange Overview | Customize Exchanges | Return Vouchers

Basic

Point of Sale return vouchers are sent to QuickBooks as vendor credits.

- If you are entering billing information in Point of Sale and there is no entry in the Invoice/Ref # field, the field is auto-filled with "Credit." If an Invoice/Ref # has been entered, the entry is carried to the QuickBooks Ref. No. credit memo field.

- If you do not enter billing information in Point of Sale, the Ref. No. field on the QuickBooks credit memo shows "Paid".

- You must manually apply the vendor credit to open bills for the vendor in your financial software. In QuickBooks, select Pay Bills from the Vendors menu and apply the credit. Refer to your QuickBooks financial software documentation if you need additional help.

Use these links for more information:

- You can view the specific document created In QuickBooks for a return voucher via a link in your Point of Sale receiving history list.

Overview: How QuickBooks handles Point of Sale data