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#13 - POS - Refunds and Reports

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Written by Theresa Plott-Olander

In this module, you will learn how to process a refund on an item sold through the POS and the current available reports within the POS system.

Processing a Refund

- You will be able to process a full and/or a partial refund.

- You will be able to process a refund from the Client's Profile and Retail Invoice Report

- You will only be able to process a partial refund one time per transaction

Processing Refund from Client's Profile

  • Search the name of the client using the Search button.

  • Click the following tabs to open the Invoice.

    > Billing

    > Activity Summary

    > POS

  • Then, click the Invoice Number to see the item(s) that must be refunded.

  • Once you click the Invoice Number, the Invoice details will appear on the right side of your screen.

  • Click the Refund tab, then click the Process Refund button to finish the process.

Important Note: To notify the client of the refund, toggle Send Receipt. You can also toggle Return Inventory to see if it is back in stock.

  • When you open the POS screen, you can see the refunded item(s) status.

  • When you click the invoice number, you can also see the full details of the refunded item(s).

Processing a refund from the Invoice Report

To process a refund of a transaction using the Invoice Report, follow these steps:

  • Click on Reports from the menu on the left-hand side, then Retail

  • Choose the Invoice Report

  • Choose the invoice you need to make the refund on

  • Click on the Refund option to the left on the appropriate invoice

  • The refund screen will appear

Once you access the details of the appropriate invoice, whether you used the POS main screen or the report, the following steps will be the same to process the refund:

  • Make the changes to the invoice depending on what is being refunded

    • Use the trashcan icon to remove an item from the refund

    • Use the minus icon to adjust the number of items being refunded.

  • If everything is being refunded, leave as is and click Refund

  • Verify

    • The name is correct

    • The amount being refunded is correct

    • The credit card is correct

  • Choose to send a receipt for the refund

  • Choose if the item being returned will be added back into your inventory

  • Enter any notes you would like

  • Click Complete Refund

Retail Reports

- There are currently 4 reports available in the POS system:

  1. Product Sale Report

  2. Invoice Report

  3. Inventory Report

  4. Items on Cart

To view all the information about these 4 reports, please click this article: Retail Reports (POS)

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