Returning a Sale

There are four simple ways that you can make a return in the system. Using recent transactions, scanning the receipt, using the shopping cart selector, and using the sales report.

1. Using Recent Transactions.

1. Locate the sale in "Recent Transactions" in the top right of the Sales Screen.

2. Click on the desired Sale.

3. Select "Issue Return". The return will load into the screen.

4. If there are items on the transaction you do not wish to return, click the red "X" to remove those from the return.

5. If the customer originally paid with a credit card, you can return the sale back to that credit card by clicking the red "Issue Refund" text option in the bottom right. Otherwise, if you wish to issue the return to a different payment method, select the green "Return Now" button.

5. Choose the method in which you would like to issue the return and complete the transaction.

2. Scanning the Receipt.

1. Scan the barcode on the receipt into the shopping cart. *Note that if you added a customer to the sale that the customer will auto-load for the return.

2. If the customer originally paid with a credit card, you can return the sale back to that credit card by clicking the red "Issue Refund" text option in the bottom right. Otherwise, if you wish to issue the return to a different payment method, select the green "Return Now" button.

3. Choose the method in which you would like to issue the return and complete the transaction.

 

3. Using the Shopping Cart Selector.

1. Select "Return" on the transaction type selector button.

2. Search, scan, or quick button the items you want to return.

3. Select "Return Now". Note: This will not link this return to a previous sale in reports.

4. Choose the method in which you would like to issue the return and complete the transaction.

4. Using the "Sales" Report.

*This option is popular when needing to search a sale when returning an item from a sale that occurred in previous months.

1. Open "Reports".

2. Select "Sales" from your report list.

3. Select the relevant date range or search the Sale ID.

4. Select "Run".

5. Select "Edit" on the sale you wish to return. Select "Issue Return". The return will load into the screen.

6. If the customer originally paid with a credit card, you can return the sale back to that credit card by clicking the red "Issue Refund" text option in the bottom right. Otherwise, if you wish to issue the return to a different payment method, select the green "Return Now" button.

7. Choose the method in which you would like to issue the return and complete the transaction.