Credit Memo POS Slip NA

The Credit Memo POS Slip NA is the customer receipt printed or previewed when a sales credit memo (a return or refund) is posted from the POS in a North American store (United States, Canada, or Mexico). It is the region-specific credit memo layout because it presents amounts using sales tax terminology and reports tax in the way required for North American jurisdictions, rather than the VAT layout used in European localizations.

 

When this slip is used

The Credit Memo POS Slip NA is selected as the credit memo receipt layout for stores configured with the North America (NA) localization. The slip is printed from a Posted Sales Credit Memo, and the system increases the printed-receipt count on the credit memo each time it is printed (preview does not count).

 

How returns and sales tax are shown

The slip lists the returned items with their quantities and amounts shown as negative values, so the receipt clearly reflects a refund rather than a sale. Tax is presented using sales tax labels — for example Tax Amount, Tax Base, Tax %, and Tax Identifier.

 

The tax totals are built according to the customer's Tax Area Code:

• For a United States tax area (or when no tax area is assigned), the slip prints the Subtotal, any Invoice Discount, and a single combined Total Tax line.

• For a non-US tax area (such as Canada or Mexico), the slip prints the Subtotal, any Invoice Discount, and a separate tax line for each tax jurisdiction, labeled with that jurisdiction's print description.

 

The slip also shows the Amount Subject to Sales Tax and the Amount Exempt from Sales Tax as negative amounts. Tax is calculated from the customer's Tax Area Code and each item's Tax Group Code.

 

Each refund is printed as a Refund line for the payment method used (for example, "Refund Credit Card"). If a balance remains, an outstanding amount posted to the customer account is shown. Gift card refunds show the remaining gift card balance, and electronic payment (EFT) receipt text and tags are printed when present.

 

Request page options

Option	Description
Log Interaction	When enabled, the print action is recorded as an interaction with the customer contact in the Interaction Log Entry table.
Show Shipments	When enabled, shipment information is included on the receipt.

 

Customization

The Credit Memo POS Slip NA layout is defined in a Word document. If you need to customize the slip design, colors, or field arrangement, you can modify the underlying Word template through the standard LS Express layout customization process. Contact your LS Retail support team for assistance with layout changes.

 

For details on configuring sales tax, see Create a Sales Tax Group, Define Tax Areas and Tax Jurisdictions, and Verify Sales Tax.