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Processing a Return with a Receipt

Last updated 16/02/2021

How to process a return if the customer has a receipt.

Processing a Return with a Receipt


If a customer wants to return a product and they have their receipt, then you can look up the transaction to recall the sale to the POS.

To do this:

  1. Select the menu icon, top left, and from the Returns section, select Search Orders.
  2. Enter the Order Ref to search for an order.
    You may have to change the Status to widen the filter to include All Sales.
  3. Once you have found the Sale, select its Ref to review the details.
  4. As soon as you select the order reference, it'll open up a pop up as shown below which allows you to select the products to return.
  5. Enter the total number of products the customer wants to return
    - or -
    Select Select All to return all products.
  6. If the order was for the Cash Customer, you can search here for a different customer to refund. For example, you will need to select a customer if you intend to give a Store Credit.
  7. Select Create Credit Note from Selected Products to create the credit note.

NOTE: When the POS Settings | Store Credit Settings | Require customer to be selected for refund is set to "Yes", selecting the customer is mandatory while processing a refund.

All the products to be returned will be entered into the POS. To complete the return:

  1. Check the total - it will be a negative number.
  2. Select REFUND.
  3. Choose the payment method.
  4. Select Print.

The return process is now complete.