Process a Return or Credit
Returns and Credits are used for any refund of payment for product, shipping, sales tax or fees, or to simply credit funds to a customer from an already placed order. These transactions may be made up to 90-days from the date the original order was created.
Credits are for funds-only returns back to the customer, and are not related to a specific product or item.
Returns are typically product-specific, and will adjust any related inventory, and restore the returned product back to its original inventory location.
Types of Returns and Credits in this Article
Getting Started
Pro Tip: It's helpful to have the order detail of the purchase open in another browser tab for reference to any notes, possible previous credit transactions, etc.
In the POS use Search to find the order you want to refund or credit
Search > Orders > Order ID
2. Use the action menu to select Return/Credit.
How to process a Full Return
Click the FULL RETURN button
Discounts, taxes, fees, any applicable deposits, and shipping will auto-calculate based on the original order.
2. Confirm the total
In the Payment section, the original payment will be visible for reference, and is locked and cannot be changed. A refund can only be issued against the original form of payment. Ensure that the un-billed credit balance matched the original order total.
3. Click PLACE ORDER
This will create a new return/credit invoice, which will reference the original order. The payment gateway will process the return as a credit onto the customer's credit card when the batch is settled.
How to process a Partial Return
Select each product quantity as desired
Discounts, taxes, fees, any applicable deposits, and shipping will auto-calculate based on the original order, and the line items will be returned.
If the inventory Module is in use, inventory will be returned to the original source/location.
Confirm the credit amount
The credit will automatically be applied to the original form of payment.
Select Place Order to complete the transaction.
This will create a new return/credit order, which will reference the original order.
The payment gateway will process the credit onto the customer's credit card when the batch is settled at the end of the day.
Review the new order in the Recent Order menu
The order will be outlined it red, because it's a return/credit. Click on the order ID to expand the order details.
How to process a Credit
Credits for dollar amounts only and are not related to a specific product return. (For example: Forgot to give 10% case discount, wrong tax or fee rate was originally applied.)
In this type of order, product quantities are not changed, the credit is for issuing funds back to the customer related to an original order. If there is a product return, use the Returns instructions above.
Apply the amount of credit to the specific original charge
Amount off Net Total, Shipping, or Taxes/Fees, click the pencil icon
A box will open a box with the max allowed amount. Any amount up to the max can be entered.
Click Continue to affect the order.
2. Confirm the credit total
The credit will automatically be applied to the original form of payment. Select PLACE ORDER to complete the transaction.
A new credit order will be generated and reference the original order ID.
The payment gateway will process the credit onto the customer's credit card when the batch is settled at the end of the day.
