Refunds at the till are quick and always tied to the original sale, so your takings, stock and reports stay right.
Decide who can refund
Point of sale has three permissions you can give each role in Settings, Roles & Permissions:
- Use lets someone ring up sales on the till.
- Refund lets them refund sales.
- Manage lets them change the till settings, record cash in and out, and cash up.
Many shops let everyone use the till but keep refunds to supervisors.
Refund a sale
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Find the sale
On the till, open Sales and find the original sale.
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Choose what is coming back
Choose to refund everything, or pick the items and how many of each. The till shows how many of each item can still be refunded, so nothing is refunded twice.
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Choose how to refund
Refund to cash or to card, and add the reason. A card refund is recorded here; give the money back on your own card machine.
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Restock or not
Tick Put the items back in stock if the items can be sold again. Leave it unticked for damaged goods.
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Confirm
Check the refund total and confirm. The refund shows on the sale.
Need the receipt again? Open the sale to print the receipt or email it to the customer.
Refunds appear on the till's reports as cash and card refunds. See cash up and read till reports.