Refunds

Use a refund when a customer brings back items from a completed sale. You can refund some items or part of a quantity. Stock goes back to the batches the sale came from.

POS Web

1. Press Transactions at the top of the selling screen to open the transaction history. See Reprint a receipt from the transaction history.
2. Find the sale, for example by typing the receipt number, then pick it to see its details.
3. Press Refund. The button is disabled for a voided or fully refunded sale.
4. For each item coming back, enter the quantity. The POS shows how much can still be refunded, for example “2 of 3 refundable”. Decimals are allowed.
5. Choose Refund via: the payment method the money goes back through. If the sale has a customer, you can also choose Store credit (credit note).
6. Fill in the Reason.
7. Check the Refund total, then press Refund.

POS Android

1. Open the Held Carts panel (on narrow screens: the Held tab).
2. Type the transaction number in the Find & Refund field, pick the sale, and press Refund this sale.
3. On the Refund screen, enter the quantity of each item coming back under Qty (max …).
4. Choose the refund method and fill in the Refund reason (required).
5. Check the Refund Total, then press Process Refund.

Refunds on POS Android need an internet connection.

Caution

If you refund in cash, that money comes out of the cash drawer. Make sure the method you choose matches the money actually handed back to the customer.

Note

Voiding a sale or changing a sale’s date isn’t done from the POS. Contact the admin or back-office staff who manage transactions in the dashboard.