To perform a refund in POS, you will first need to Sign In and Cash In for the day. Follow These Instructions if you are unfamiliar with the Cash-In process.
Once you are Cashed In, click the Order Search button in the top right corner of the screen to search for the order you need to refund.
Enter information about the order you wish to refund in the Enter Order Number or Customer Keyword Search Bar. You can search by order number, customer name, or customer email address. Use the Enter key or search button to find your order.
The order you are looking for should appear on the list under Search Results. Click the date and time on that order to load it in the POS.
Now that the order is open, select the item(s) in the shopping cart that you want to refund.
A window will open containing all items in that group as individual items, click any item you wish to refund and it will turn red and strike through the items you are removing from the order.
Click Accept once you have selected all the items you need to refund.
Confirm the Refund Due amount in the cart summary field at the bottom right and click Enter Payment at the top of the screen.
In the Select Refund Method pop up, choose the method of payment for this refund from the drop-down menu. If this customer paid with a credit card, the system will show the card type, the last 4 digits of the card, and the amount that was initially charged on that card. Select the customer's card from the drop-down menu to refund back to the purchase card. For all other refunds you will need to select a method such as cash or check.
Click Proceed to finalize this refund. Print the receipt if the customer wants a copy for their records.
You can email a copy of this refund receipt to the customer using the @ Quick Email button in the orange Order Summary area.
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