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 main POS screen or from the Invoice Report

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

The video below will show you how to process a refund using the main POS screen:

To process a refund of a transaction using the main POS screen follow these steps:

  • On the main POS screen, click the Refund button on the upper right hand side

  • Type in the Invoice number in the search field

  • Click Search

  • The full invoice will appear

The video below will show you how to process a refund from the Invoice Report

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

  • Click on Reports under POS from the menu on the left hand side

  • 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

  • Once you have the items listed that are being refunded, click Refund

  • The Refund Action page will appear

  • Verify

    • The name is correct

    • The amount being refunded is correct

    • 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

POS Reports

- There are currently 3 reports available in the POS system:

  1. Product Sale Report

  2. Invoice Report

  3. Inventory Report

This video will walk you through the Product Sale Report

Screenshot of the Product Sale Report within FPT

Screen shot of the Excel Spreadsheet once the Product Sale report is exported

This video will walk you through the Invoice Report

Screenshot of the Invoice Report within FPT

Screen shot of the Excel Spreadsheet once the Invoice report is exported

This video will walk you through the Inventory Report

Screenshot of the Inventory Report within FPT

Screen shot of the Excel Spreadsheet once the Inventory report is exported

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