Viewing and crediting receipts

Every sale, payment and count at a register creates a receipt that can be found in POS > Receipts. To give a guest money back for a sale, you credit the receipt of that sale.

Types of receipts

In POS > Receipts, each type of receipt has its own tab.

Type of receipt	Created when	What it shows
Sales receipt	You sell products, or credit a sale	The products, prices, VAT and payment
Payment receipt	A guest pays an invoice at the register, such as a reservation invoice	An amount of 0.00, because the revenue belongs to the invoice. Open it to see the payment and the invoice.
Register count receipt	You open or close a register with a difference, or move cash to the safe	A line per difference, and the cash moved to or from the safe

Find a receipt

Go to POS > Receipts and open the tab for the type of receipt.
Filter by period, user, register or payment method. You can also export the list.
Click a receipt to see its details and payments.

To see how a receipt is booked, click the journal entries button on the receipt.
Read: Ledger accounts and journal entries of POS sales

Credit a receipt

If you can't find the receipt, read: Refunding products without a receipt

Open the sales receipt.
Click the payment method for the refund. It doesn't have to be the payment method of the original sale. To refund to the guest's card, choose the PIN payment method.
Choose the register that makes the refund.
Confirm.

BEX PMS creates a credit receipt with a negative amount. The original receipt shows when it was credited.

You can't undo a credit. If you credited the wrong receipt, sell the same products again on a new receipt.

Good to know

Why does a payment receipt show 0.00? The revenue is booked on the invoice, not on the register. The payment receipt is the proof of payment for that invoice.
What does Safe to cash mean on a register count receipt? The first time you open a register, the cash you put in the drawer comes from the safe. BEX PMS records this as Safe to cash.
How long does a refund to a card take? BEX PMS sends a card refund to the payment provider. Until it is processed, the receipt shows it under Pending refunds. A refund that fails shows under Failed refunds.
Why can't I credit a receipt? The payment of the receipt isn't complete, the receipt is already credited, or a refund is still being processed.
Does a card refund need to be the full amount? Yes. A refund through the payment provider must be the same amount as the original sale.

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