HOW TO: Process a Return and Issue a Refund

Navigate to Point of Sale from the Menu icon in the top left screen

• Within Point of Sale, find the sales order with the item you’d like to process a return for.
• For this sales order, click the action dots on the far right hand side of the row

• Next, click ‘Process Return‘
• Within the return screen, click the red ‘Return Item‘ tab at the top of the item being returned

• If the item has not been paid in full, you will be notified with a pop-up
• Click ‘Return Item‘ to proceed

• After continuing you will be asked if the item has a restocking fee
• Choose ‘Yes’, then enter the fee.

• Choose ‘No‘ if there is no return fee

• Click ‘Continue‘
• Scroll to the bottom and click ‘Review & Complete’
• Next, confirm the items you are returning

• Click, ‘Review & Complete’ again.
• If you have Return Terms and Conditions, you’ll need to collect the customer’s signature either on the payment device, touch screen, or a physical copy before moving forward.
• If you do not have terms you will see a pop-up notifying you that you do not have terms and ask you if you want to proceed.
• Next, scroll to the Payments section and issue the refund amount to the payment methods used on the purchase

For a quick video walk through click here.