We have a video guide on setting up and doing refunds in Retailer - ðŸŽ¬ Point Of Sale - Refunds, No Sales, Previous Sales

Using the Previous Sales Screen or a Receipt

In Retailer there is an option in Point of Sale that allows you to refund a particular sale by scanning the receipt or selecting it through the Previous Sales screen.

  1. In the Point of Sale screen, click on the  Previous Sales  button or press [F3] on the keyboard and select the particular sale. Alternatively, scan/enter the barcode at the bottom of the receipt.
  2. Click on the  Refund  button.
  3. This will load the sale into the Point of Sale screen. Note the negative total.
  4. To refund the entire sale, press  End Sale . Otherwise, delete the items not being refunded from the sale before pressing  End Sale .
  5. You will be prompted to enter a reason for the refund. Select it from the drop-down box or click on  Others  and type one in.
      6. Refund Reasons can be turned off in Setup -> System -> General. Untick Refunds Require Reason
  6. Select the payment type to refund to and click  OK  to tender it.
    Click     HERE for more information about reasons for refunds.
  7. The receipt will then show the refund.

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. From the Point of Sale screen, either:
    • Press the negative [-] key on your keyboard followed by the quantity being refunded (eg. -2) and press [Enter] OR
    • Press the QTY button on the screen. Then press on the negative [-] button followed by the quantity being refunded and press  OK .
  2. Scan the stock item being refunded.
  3. Press  Sub Total  /  End Sale .
  4. You will be prompted to enter a reason for the refund. Select it from the drop-down box or click on  Others  and type one in.
    Click      HERE for more information about reasons for refunds.
  5. Select the payment type to refund to and click  OK  to tender it.

Refunding as Store Credit / Item Exchange

  1. Once the refund items are in the Point of Sales grid, press your Gift Voucher button ([CTRL+G]) or scan in the items being exchanged.
  2. If using a Gift Voucher, enter in the value of the Gift Voucher equivalent to how much the refund value is.
  3. If the item being exchanged is of a lesser value than the refund, apply a Gift Voucher for the remaining amount.
  4. Press Sub Total / End Sale to complete the transaction.
  5. Select the refund reason and click OK.
  6. On the Payment Details screen, the Change Due should show $0.00. Click OK to finalise the sale. A Gift Voucher receipt will be printed out along with the refund receipt if one was applied.