Returns and refunds

Before you start

A return is always made against the original receipt, so you need the receipt number, for example R01-0002-0003. You can return some of the items or all of them, and part of a quantity.

Returns need the Returns and refunds permission. Out of the box, the TenantAdmin and StoreManager roles have it and the Cashier role does not. If a cashier's return is refused, it shows as rejected in the sync status; a manager should do the return instead.

Make a return

The till confirms Return … completed with the amount and method. The return gets its own receipt number, the original number with an R at the end.

1. Open the register menu (the menu button at the right of the top bar) and tap Return / refund. Or, for a sale from today, open Orders and tap Refund on its row.
2. Type or scan the Receipt number and tap Find.
3. Check the sale summary: date, total and status.
4. In Return qty, type how many of each item come back. Returnable shows how many can still be returned.
5. Leave back to stock ticked for items that go back on the shelf. Untick it for damaged or expired goods.
6. Choose the Reason: Customer changed mind, Damaged / defective, Wrong item, Expired or Other.
7. Choose the Refund method: Cash, Card, Wallet / QR, Voucher or Store credit.
8. Tap Refund LKR … and hand the refund to the customer.

What happens next

Items marked back to stock return to the stock of the register's store. The original sale shows as partially returned or returned, and the back-office sale shows the returned quantity on each line. Refunds are listed on the shift's cash-up.

Returns while offline

Offline, the till can find only receipts issued by this device. Returns made on other devices are not reflected until the connection returns. The return itself is saved and sent later, like a sale.

A voided sale cannot be returned; the till says That sale was voided.

More in this area

• Set up a register and open a shift
• Ringing up a sale
• Discounts and price changes
• Customers on a sale
• Taking payment: cash, card, wallet, voucher and split
• Receipts: print, PDF and e-receipt
• Several orders at once and the Orders view
• Switching cashier with a PIN
• Clocking in and out at the till
• Closing the shift and the Z report
• Working offline and the sync status
• Sales history, voids, shifts and Z reports