How to Refund a Completed Sale

How to Refund a Completed Sale


 

This article duplicated from the Sales history >  How to refund a completed sale guide .

These steps will refund a completed sale.
You would follow these steps if the customer was returning an item or getting a refund.
If you had made an error creating the sale, see our guide How to Delete or Void Completed Sales and Parked Orders

WARNING: ONCE YOU REFUND A SALE, THIS CANNOT BE UNDONE

How to refund a completed sale

  1. Go to Point of Sale > Sales History and find the completed order that you want to refund
  2. Find the Completed order to be refunded, and click on the Sale # number or Outstanding status to open
  3. On the open Sales history order, click on Refund


  4. The order will now re-open on the Process sale screen with a key difference.
    If you wish to add items back to inventory, please tick the box "Add items back to inventory".
    Note, if you wish to refund via Store Credit, you must assign a customer to the sale either in this step or the next.
     
  5. Clicking Refund will open the below screen, where you can choose how to refund the funds.

    Note, you will only be able to offer store credits if you've already assigned a customer to the sale.


  6. The Sales History will now reflect the original order and the refunded one.



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