How do I Do a Refund in Point of Sale?
From Catalyst
Summary
The following article explains how to deal with a refund in Point of Sale.
More Information
Go into " Stock Control Point of Sale".
- Press <F3> to Credit a Previous Sale
- Any sales made today will be listed.
- If your Point of Sales system has a default customer account, only sales to this account will be listed else all sales today will be listed.
- If the invoice was printed for a different date or customer press <F9> or click [Advanced] to look for a different customer or date.
- Enter the date of the original sale (or a range of dates if you are not sure of the exact date).
- If you know the customer's account code enter it into the "Account" field.
- Click [Search].
- Select the invoice to refund and click [Choose].
The system will pull back the entire invoice for crediting.
- If there is more than one item on the invoice, remove any items that the customer is keeping by highlighting that line and clicking [Remove].
- When you are ready to print the credit and refund the customer click [Checkout].
- Select the relevant refund payment method and click [Post].
 | Any items credited will go back into stock, so a stock quantity adjustment may be needed if the item is not fit for resale. Also, make sure that you are going to refund the customer and not just present them with a credit note - if you are not refunding the money, you would need to zero the payment amount, which will leave the credit value on the customer's account. |
See also
