ℹ️ This feature is available in the Pro and Grow plan.
There are three ways to access the refund feature.
When you know the customer's name and date of the transaction
- From the Menu go to Transactions.
- Select the filter button to view a date period with the transaction.
When you only know the customer name
- From the Menu go to Customers.
- Search for the name of the customer for whom you want to process the refund.
- Once you've located the customer, click on "History" at the bottom of the screen.
- Select the “Transaction” tab.
When a transaction has just been processed
- Select "Refund" from the bottom of the “Transaction complete” screen.
- Select the transaction to be refunded (based on date and customer).
- Select the item to be refunded by clicking on the checkbox beside it, then press the "Refund" button located at the bottom of the screen.
- Confirm the refund by pressing "Yes" to return to the POS to complete the refund process.
- If you want to refund the entire sale select the ‘Refund button’ without selecting an item. Then select yes in the confirmation pop-up.
- At the POS, select the Payment icon in the lower right-hand corner to confirm the payment method through which you will refund the product or service (e.g. EFTPOS).
- Choose the payment method to refund through then select “End Sale” to finalise the transaction.
- You can choose to print a receipt or email a receipt to the customer to confirm the refund.