Info
We have a video guide on setting up and doing refunds in Retailer - ðŸŽ¬ Point Of Sale - Refunds, No Sales, Previous Sales
There are multiple methods of refunding a sale in Retailer using the Point of Sale.

Using the Previous Sales Screen or a Receipt

The recommended method for refunding a sale is to scan the original sales receipt or locate the sale in the Previous Sales screen. This allows the Retailer software to account for any discounts applied to the original sale, ensuring the correct value is refunded or used for an exchange.

  1. In Point of Sale, click Previous Sales or press [F3] on the keyboard.
  2. Search for the original sale or scan the barcode at the bottom of the receipt into the Sale Stamp search box.
    1. Click HERE for how to search Previous Sales.
  3. Click on the Refund button.
  4. This loads the sale with negative amounts into the Point of Sale screen.
  5. Remove any items you don't want to refund by selecting them and pressing your Delete Item button or [F5] on the keyboard.
  6. To refund the entire sale, press End Sale or [F2] on the keyboard.
  7. The Reason for Refund window will be displayed. Select a Refund Reason from the drop-down box or click on Others to type one in.
    1. Click HERE for more information about reasons for refunds.
    2. Refund reasons can be disabled in Setup → System → General → Untick Refunds Require Reason.
  8. In Payment Details, select the payment type to refund to and click OK to tender it.
  9. The receipt will then show the refund.
Notes
If you try to refund the same sale again, Retailer will only refund the items not previously refunded. Retailer will not let you refund a sale that has already been completely refunded. The same goes for invoice credits.

Using a Negative Quantity

  1. In Point of Sale, either:
    • Press the negative key [-] on your keyboard, followed by the quantity being refunded (e.g, -2) and press [Enter].
    • Press the QTY button on the screen. Then press the negative button [-] followed by the quantity being refunded and press OK.
  2. Scan or search for the stock item being refunded.
  3. Press End Sale or [F2] on the keyboard.
  4. The Reason for Refund window will be displayed. Select a Refund Reason from the drop-down box or click on Others to type one in.
    1. Click HERE for more information about reasons for refunds.
    2. Refund reasons can be disabled in Setup → System → General → Untick Refunds Require Reason.
  5. In Payment Details, select the payment type to refund to and click OK to tender it.
  6. The receipt will then show the refund.

Refunding as Store Credit or Item Exchange

  1. Use the Previous Sales screen or scan the receipt to load the original sale and press the Refund button.
  2. Once the items are in the Point of Sales grid, press your Gift Voucher button ([CTRL+G]) or scan the items being exchanged.
    1. If using a Gift Voucher, enter the value of the gift voucher equivalent to the refund value.
  3. If the item being exchanged is of a lesser value than the refund, apply a Gift Voucher for the remaining amount.
  4. Press End Sale or [F2] on the keyboard.
  5. Select the refund reason and click OK.
  6. In Payment Details, the Change Due should show $0.00.
  7. Click OK to finalise the store credit or item exchange transaction.
    1. A Gift Voucher receipt will be printed out along with the refund receipt if one was applied.