How to Complete a Refund

Refunds are done through Purchase History. Purchase History can be accessed through the Register Menu (See How Purchase History Works for more information) or through the Purchase History button in the header of a customer record (See How the Customer Purchase History page Works for more information).

When a user has selected a sale from the Purchase history, they can click the “Refund” button to start the refund process.

The Refund dialog will open, where users can use the buttons on the left to select which sale items they would like to refund.

By default, no items will be selected, but the buttons will turn blue once the user has selected them.

The original price of the item is shown by default, but users can click the button on the right side of the item to change the refund amount if they would like.

When an amount has been adjusted manually, the color will change to a darker gray.

All items that have been selected for the refund are shown on the right side of the dialog, with the refund amount.

The original sale totals and the current refund total are shown at the bottom of the dialog.

Note: The original sale total will show the amounts for each payment type used.

When the user is done selecting items and adjusting pricing, they can click the “Next” button at the bottom of the dialog.

When “Next” is clicked, the user will see the Return Funds dialog, where they can choose which payment options they would like to use for the refund.

The “+” button allows the user to click one button to add the full refund amount to the selected payment type.

If the customer would like the refund back on multiple payment types, the amount buttons to the right can be used to enter an amount for the desired payment types.

The Total Refund amount at the bottom shows how much is available for refund, based on the amounts added in the previous dialog. The Refund amount is how much has been added to the available payment types in the current dialog.

Once the refund amounts have been set, the user can click the “Complete Refund” button.

If any portion of the refund is being added to a gift card, the user will see the Gift Card dialog, where they can scan or enter a gift card number. See How the Sales Gift Card Screen Works for more information about the functionality of this dialog.

Users will then see a comment dialog, where they can enter their reason for the refund.

Once “Save” is clicked, users will have the option to print a customer copy of the receipt.

After printing the customer receipt, the user will be brought back to a completed Return Funds dialog, where they can click “Done” to exit out of the refund.