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Processing a Return with a Receipt

Last updated 15/01/2020

This article explains how to process a return if the customer has 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. Click on 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, click on the Ref, to review the details.
  4. If it is the correct transaction, hover over Actions, and click Return Products.
  5. Then either:
    • Enter the total number of products the customer wants to return.
      - or -
      Click 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. Click on Create Credit Note from Selected Products.

Note : Under the POS settings>Store Credit Settings> Require customer to be selected for refund, which when set to 'Yes', makes selecting the customer 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. Click REFUND.
  3. Choose the payment method.
  4. Click Print.

The return process is now complete.