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:
Product Sale Report
Invoice Report
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
