How to perform a refund.

Step 1: Access the Refunds View

• From the POS screen, navigate to the Refunds section (usually accessible from the main menu or via a dedicated button).

Step 2: Find the Original Order

• Search for the order you want to refund by:
  • Order number
  • Customer name
  • Date range
• Click on the order to open it.

Step 3: Open the Refund Dialog

• Click the "Refund" button on the selected order.
• This opens the Refund dialog showing all items from that order.

Step 4: Select Items to Refund

• For each item, specify:
  • Refund Quantity: How many units to return (cannot exceed original quantity)
  • Refund Reason: Why this item is being returned (optional per item)

Step 5: Choose Refund Method Select one of these refund methods:

• Cash – Physical cash returned to customer
• Card – Refund to original card (if supported)
• Store Credit – Credit added to customer's account for future purchases
  • Requires store credit to be set up as a payment method in business settings
  • Select the customer to receive the credit

Step 6: Adjust Financial Options (Optional)

• Cancel Discount: Remove discount from refund calculation
• Cancel Tax: Exclude tax from refund amount
• Cancel Service Charge: Remove service charges

Step 7: Enter Overall Refund Reason

• Provide a reason for the refund (required field).

Step 8: Process the Refund

• Click "Process Refund" button.
• PIN authentication may be required for certain refund types or amounts.

Step 1: Go to Invoicing Module

• Navigate to Sales → Invoices & Quotes.

Step 2: Find the Invoice

• Locate the invoice you want to refund in the list.

Step 3: Initiate Refund

• Click the "Refund" action on the invoice row.
• PIN authentication will be required.

Step 4: Select Refund Items

• Similar to POS refunds, choose which items and quantities to refund.

Step 5: Process & Complete

• The invoice status will update to show partial or full refund status.

Important Notes