How does a credit sales order work in combination with refunds?

From RetailVista ERP 22.9 and later (fall release 2022) with installed bug fixes from April 15, 2022, there is support for deposits for refunds in case of credit sales orders.

When creating a credit sales order, a deposit with the action 'Reversal' must be created. The best choice for the type of deposit is the same type as the original deposit and reversal.

This deposit must be linked to the original reversal. This allows RetailVista to find the payment reference of the original deposit and thus it is technically possible to refund amounts automatically via the PSP. This deposit information is an intended refund, a request for a refund.

The reservation from this credit sales order must then be imported into RetailVista POS, after which a refund deposit will be automatically created for the amount of the delivered goods. This can also be lower than the previously intended refund, depending on whether the entire credit is handled at once or, for example, in parts.

After importing the reservation into RetailVista POS, the following deposit (refund) is automatically created. The amount is negative because the customer in this case receives money back, a 'negative deposit'.

After all: Deposits are positive, refunds are negative.

If the refund can be processed automatically by the PSP integration, it will receive the status 'Handled' after successful refund and the reference of the executed refund will appear in the 'Reference' field.

After this entire processing, the deposits on the credit sales order will look as follows: