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Step-by-step guide

A return or exchange can occur with a receipt if your store policy permits it.  This policy can be modified in the POS settings.

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1. Click on "Returns" on the front menu
   
   
   
2. Enter your passcode
    
3. Search for a Sale
   1. Enter identifying details
   2. Click on search
   3. Select a transaction from the search results
      
      
      
4. Select Continue Return in the bottom left
    
5. Review the Exchange and Refund Policy
   
   
   
6. Based on the date of a sale your store policy may not allow exchanges or refunds.  The time period can be set in the POS settings.  If a refund or exchange is allowed then there will be a tick next to the item in the grey bars.  If the customer's request meets store policy, then click "Continue Return"
    
7. In the Sales Order click on "Return" for the items that are being returned
   
   
   
8. If an exchange is to occur then add items to the sale prior to completing the exchange / refund
    
9. Do this until all items to be returned are returned
   
   
   

Finalising the Return

1. Click on "Refund to Customer" in the bottom right
    
2. Click on the appropriate buttons relevant to your situation and store policy.
   
   
   
3. Clicking on Refund will allow a cash or credit refund to be provided to the customer.
   
   
   
4. Clicking on Store Credit will generate a store voucher for the customer to use at a later date.
   

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