The refund process is slightly different depending on if the customer has a receipt for the original transaction.
[NOTE: A refund only allows you to refund the original sale – new purchases cannot be added to the transaction like with Exchanges.]
Customer Has Receipt
To process refunds when the customer has the receipt:
- Navigate to the POS module Add the Customer to the sale, as normal.
- Click the Special menu button and select Refund.
[NOTE: If Local Authorization is configured for your organization and you don’t have the permissions to perform the refund, a prompt will appear – a user with permission to authorize refunds (e.g. Manager, Supervisor, etc.) must enter their login credentials to proceed.]
3. A Series-Folio Number prompt will appear – scan or enter the folio number from the customer’s receipt in the provided field, then click OK.
4. The Refund Detail window will open. Select the checkboxes beside the item(s) to be refunded, then click OK.
[NOTE: If configured, you may be prompted to select a reason for a refund.]
5. The Tender window will open. The balance reflects the value of the selected item(s) in a negative value (i.e. to indicate the amount to be returned to the customer). Select the method of payment to refund the purchase to and Tender the Transaction, as normal.
[NOTE: A prompt will appear for you to verify the refund amount – click OK to proceed.]
Customer Does Not Have Receipt
To process refunds when the customer does not have the receipt:
- Add the Customer to the sale, as normal.
- Any recently purchased items appear in the History in the Customer Information area. Locate the item and select it.
[TIP: Click the History link to view all the customer’s transactions.]
3. Information about the transaction will display, including the series/folio.
4. Now that the series-folio is known, you can now process the refund (refer to the steps above in the Customer Has Receipt section).