Setup & Configuration
Refund Schedules & Receipt Series Setup Guide
Configure enrollment withdrawal refund schedules and manage active receipt book/adjustment series for cashiers.
Roles: Cashier Supervisors, Finance Head·Last updated: August 25, 2026
Before You Begin (Prerequisites)
- Admin Accounting Permissions
Step-by-Step Instructions
1
Open Series / Refund Setup
Navigate to Setup & Configuration > Series Setup or Refund Setup.
2
Configure Official Receipt Series
Specify Series Name (e.g. OR-2026-A), Start Receipt Number, End Receipt Number, and assign to a specific Cashier terminal.
3
Configure Drop Refund Percentage
Set withdrawal refund tiers (e.g. Within 1st week: 90% refund, 2nd week: 80%, past 2 weeks: 0% refund).
Important Business Rules & Invariants
Strict Series Uniqueness: Receipt series numbers cannot overlap between cashiers or terminals.
Common Questions & Troubleshooting
The POS register warns the cashier and prevents new payment transactions until a supervisor assigns an active new series.
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