Sage 100

Is it possible now to process a credit card refund through AR cash receipts entry to a customer where there is no credit memo involved? In earlier versions, this was not possible but that was before we could process CC in cash receipts.

I don't know the answer to this but my belief has always been that the credit (for security purposes) always had to go back against an invoice and against the same card used originally. If the transaction you're asking about isn't possible my guess is that Sage would point it out as a security feature and tell people to use the terminal (which has its own set of login security).

I don't believe it's possible to enter a negative amount for a cc cash receipt.

Yeah that what we determined. Thanks Jim Sent from my Android phone, please excuse any typos or spelling errors.

So once you process the refund in the virtual terminal, what is the best way to record the transaction in Sage 100?

Well, you have to adjust the CM out of AR. Depending on how you have the credit card process set up, you would adjust the CM to the CC clearing account, the offset that with negative deposit to the BR. Really depends on the set up.

If anyone has complaints about credit cards - now is the time to voice to Sage - they are looking at doing some redesign of the processes. I lost a SPS customer because of being frustrated with 2013. For example - we add swipe capabilities to make the transaction go faster - but you still have to enter an address - What is the point of entering an address if I can swipe the card!!!!! And it takes longer to get the address and enter. Also I think it is charging the card during the report process of the sales journal instead of when you start the update process. If the card needs to be authorized you have to clear the credit card info and re-enter - You had better hit save first or you have to call customer back to get a new authorization. Agreed on the credits - If I am doing a bunch of cash sales - In this case we have no freakin idea the original invoice number to credit the original invoice. They just want to be able to create a credit memo - swipe the card and be done!

The Cash Receipt process is faulty also because you must enter the deposit amount BEFORE selecting customers and invoices. In a real life scenario such as collecting money from a customer before sending another shipment, the user should be able to open a CC deposit, select the customer, select the invoices, and Authorize (with a confirming email automatically sent).