HOW TO: Void or Refund a Transaction

To void or refund a sale made within Poppy, follow the instructions below:

1. Visit the main POS screen.
2. By default, you should see a list of previous sales made within Poppy. Use the search bar to search for the customer associated with a sale by searching their name, or their email address.
3. Click the three dots beside the sale that you would like to void or refund.
4. Click ‘View Sale‘.
   
5. Scroll down to review the sale details. Under the ‘Payments‘ section, you should see a list of payments made by the customer. Click the three dots beside the specific payment that you would like to void or refund:
   
   
6. Click an option to either ‘Void Transaction‘ or ‘Refund Transaction‘:
   
   
   • Void: If you wish to void a transaction, you will be taken to a screen that will allow you to confirm the void. Any notes that you would like to associate with the transaction can be added within the notes field. Click ‘Void‘ to confirm.
   • Refund: If you wish to refund a transaction, you will be taken to a screen which will allow you to confirm the refund. Enter in the specific amount that you would like to refund. Then, add in any notes that you would like to associate with the transaction. Click ‘Refund‘ to confirm.