How to reverse or correct a POS account payment

Fred NXT POS

Overview

This guide is specific to errors made when processing an Account Payment via POS—for example

• a higher value was entered as the account payment and the user needs to undo this before processing the correct amount.
• the wrong tender type was selected and needs to be corrected.

To correct the incorrect payments:

1. Make sure the account balance is correct.
2. Make sure the till is balanced at the end of the day.

Ideally, this correction would be applied on same day and register to balance the Batch before it is closed. 

Step 1: Make sure the account balance is correct

An Account Payment adds credits to the customer account. In order to revert the account balance back to the original value, you need to add a debit onto the account.

1. Search for a MISC ITEM (or similar).
2. Override the price to match the Account Payment.
3. Charge the item onto the account.

Alternatively, this step can be completed in NXT Office under Accounts > Adjust > Add a debit to the account.

Step 2: Make sure the till is balanced at the end of the day

Because the Account Payment is processed with a tender type—for example, Cash—the till records this as cash paid to the pharmacy. To reverse cash given to the pharmacy we can use the same MISC ITEM from the last step to record a transaction where cash is given back to the customer. 

1. On POS, select Void or Return > Return Product.
2. Search for and select a MISC ITEM.
3. Select Override Price and specify the amount to be returned.
4. Tender the transaction with the tender type originally used in the incorrect payment eg Cash

If you are correcting Account Payment due to an incorrect tender type used, then substitute the tender type in place of Cash in the above steps.