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How to process a return / refund from the Point Of Sale
How to process a return / refund from the Point Of Sale

Describes how to process a return from the POS

Chris Minassian avatar
Written by Chris Minassian
Updated over 3 years ago

To process a return  / refund from the point of sale follow the below instructions.

  • From the Point of Sale interface utilize the Customer button to select the customer you are processing the return / exchange / refund to.

  • Utilize the transaction button to load your recent transactions.

  • Utilize the search field to search for the invoice you wish to return from. 

  • Click the Return / Refund / Exchange button.

  • Toggle the item on the invoice that is being returned then click the check button

  • You will now see the return added to the transaction.  

At this point you can choose to issue the client a gift card for the refund amount or you can process the refund normally. For more info on how to issue a gift card for the refund amount check out this link.

  • Click this Refund button which will give you your options where you can refund the client or even issue a store credit. 

Please review this related artickle on how to process an exchange (a return and purchase) from the Point of Sale.

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