Processing a Return/Refund
Here we will run through the process of a return. This refers to either a return of goods or a refund for services - the process for these is the same.
Returns
The most user-friendly way to process a return/refund is from the customer record.
Go to Customers.
Find and open the customer.
Go to the Sales tab.
Open the original sale.
Select Return.
POS loads the items from the original sale as a return.
If only one item is being refunded, remove the other items from the cart.
Go to payment and process the refund.
Select Complete Return.
Alternate method for searching for the original sale is to go to the general sales history:
Use Sales > History to search previous sales.
You can filter by:
Date range.
Customer.
Register.
Sales person.
Status.
Opening a sale lets you view details, print or email an invoice, and start a return.
Returning/Refunding in the event of no previous sale
There may be the occasional instance where you wish to accept a return of a sale that can’t be tracked back to an original transaction in Pointa at your discretion.
Go to Sales > Sell.
Add the items to be returned.
Click on the item(s) in the cart.
Adjust quantity to -1.
Go to payment and process the refund.
Select Complete Sale.