FAQ: How do I process a refund for a customer?

How do I process a refund for a customer?

To process a refund at the POS:

1. Open the POS screen
2. Click Invoice Search (Standard POS) or More → Invoice Search (Compact POS)
3. Find the original sale by invoice number, date, or customer name
4. Select the invoice to load it
5. If you need to return items to inventory, click Return Items first and select which items to return
6. Click Refund to issue the monetary refund
7. Enter the refund amount (full or partial)
8. Select the refund method (original payment method or different method if allowed)
9. Click Process Refund

The refund is recorded and a refund receipt is generated. You need the Refund/Return permission — if you don't have it, a manager can authorize the action.

For full details, see the articles How to Process a Return at the POS and How to Issue a Refund at the POS in the Point Of Sale category.