Stockagile allows you to make a refund for a sale made with your old program. The solution to be able to proceed with the return is to create a Return Voucher, as a Payment Method.
Requirements to be able to create, edit and delete payment methods
The user must have the role of OWNER, STORE MANAGER or WAREHOUSE MANAGER. We can see the different types of roles in the Create or edit a user section.
Steps to create a payment method
Go to the drop-down menu located at the top right with the username and click on the SETTINGS option.
Enter the PAYMENT METHODS option.
In the list of payment methods, click on the NEW PAYMENT METHOD button located at the top right and assign it the name “Refund Old Program” or whatever you want to determine. Fill in the following information in the pop-up.
Name: name of the payment method (e.g. card, cash, etc.).
Description: The description of the method, although it is not a required field.
Show the client's IBAN on invoices: selection in case we want to make the client's IBAN visible on invoices. This allows us, for example, to put on the invoice “Direct debit to the client's account with IBAN XXXXXXXXXXXXXXXX”, which will be different for each client.
Checkbox Visible in retail: selection in case we want to make the payment method visible at the point of sale.
Checkbox Visible in wholesale: selection in case we want to make the payment method visible in wholesale sales.
Color: Color in which we want the payment method to be drawn in the list.
Icon: Icon that will be displayed when listing the payment method in the list.
Preview: preview of the icon with color of the payment method.
When a customer comes with a refund voucher for the old program, you must choose “Old Program Return” as the Payment Method.
At last, click on the SAVE button located at the bottom right of the pop-up and we will see how the payment methods refresh and the one we just created appears. If there are many payment methods, the new payment method may appear on another page in the list.