Void/Refund of Order

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View our video regarding refunding and voiding orders below:

Table of Contents

Voiding an Order

Refund Order Paid by Cash

Refund Order Paid by Credit Card

Refund Order Paid by Split

Manual Refund

 

Voiding an Order

  • Voiding an order may be done by an Administrator, Manager and Sales Person.
  • Voiding is only possible once an order has already been paid for.
  • You can only void transactions that have been completed on the same register that you are currently operating.
  • Voiding is only possible for orders that were paid for on the same business day and until the shift (when order was paid) is closed.
  • You cannot void an order paid for with more than one credit card.

To void an order:

  1. Click on 'Orders' in the left navigation menu.
  2. On the 'Orders' page, select the order that you would like to void.
  3. On the 'Order Details' screen, click the 'VOID' button (when void for the order is not available, the VOID button will not appear).

4. It will ask if you are sure you want to void the transaction. Select Yes.

5. Transaction has been voided

Refund an Order Paid by Cash

  • Performing this action may be done only by Administrator, Manager and Sales Person roles.
  • Refund may be full or partial.
  • You can initiate refund of items from Order when Order is in status Paid or Partially Refunded.
  • You can do refund only for those Orders which have been done on the same Register you are currently operating.

To refund orders paid by cash:

  1. Click on 'Orders' in the left navigation menu.
  2. On the 'Orders' page, select the order that you would like to refund.
  3. On the 'Order Details' screen, you can select individual items that you would like to refund from the order by checking off the box to the right of the item, or you could refund the entire order by checking off 'Refund All.
  4. The 'REFUND' button will appear for you to click on. 

5. You will be moved to 'Cash Refund' screen.

  • On this screen you will be shown the amount to return to Customer
  • Select if you wish to print/email Refund receipt
  • Tap DONE
  • If you have selected to print Refund receipt, this receipt will be printed to receipt printer

Refund Order Paid By Credit Card

Refund of Order paid by Credit Card may be run by Administrator, Manager and Sales Person.

Refund may be Full or Partial.

You can initiate the refund of items from Order when the Order is in status Paid or Partially Refunded.

You can refund only for those Orders which have been done on the same Register you are currently operating.

When you do Refund of Order paid by Credit Card – refund will be done to the same card which was used while payment for Order.

To Refund Order paid by Credit Card:

  • Open Order Details screen

  • Select items of original Order to Refund or select 'Refund All' to indicate all items should be refunded
  • After items to refund are selected, tap 'Refund' to confirm
  • You will be moved to Credit card Refund screen

  • On this screen you will be shown the amount to return to the Customer and a field for signature
  • Select if you wish to print/email the Refund receipt
  • Tap DONE
  • If you have selected to print Refund receipt, this receipt will be printed to receipt printer

Refund Order Paid By Split

Refund of Order paid by Split may be run by Administrator, Manager and Sales Person.

Refund may be Full or Partial.

You can initiate refund of items from an Order when the Order is in labeled as Paid or Partially Refunded.

You can do a refund only for those Orders which have been done on the same Register you are currently operating.

When you do Refund of Order paid by Split and Credit Cards were used in Split, refund will be allowed only to those cards which were used while payment for Order.

To Refund Order paid by Split:

  • Open Order Details screen
  • Select items of original Order to refund or select 'Refund All' to indicate all items should be refunded

  • After items to be refunded are selected, tap 'Refund' to confirm
  • You will be moved to Split Refund screen

  • On Split Refund screen you will be shown the list of refunds. By default this list includes refunds for all payments from original Split and amount to refund is distributed according to participation payment in original split. You can update refund amounts in the list but the new amount should not exceed amount paid by this payment in original split.
  • When you initiate Refund of credit card payment you will be moved to Credit Card Refund for individual refund screen.

  • On this screen you will be shown the amount you need to return to the Customer and asked to input signature.
  • Select if you need to print/email receipt for individual refund.
  • Ask Customer to input signature and tap DONE.
  • You will be moved to Split Refund screen.

  • When you initiate Refund of Cash payment, you will be moved to Cash Refund for individual refund screen

  • On this screen you will be shown the amount you need to return to Customer, also you can select if you need to print/email receipt for individual refund.
  • Tap DONE.
  • You will be moved to Split Refund screen.

  • Refund all remaining refund amounts from the list
  • After last Refund from the list has been processed, you will be moved to the Split Refund screen

  • When all refunds from the list have been processed and you tap DONE, you will be moved to Refund Receipt screen

  • On this screen you can view total refunded amount and can select to print/email Refund receipt.
  • Tap DONE

Manual Refund

You can do manual refund when there is no Order to Refund in the System.

Manual Refund operation is available only in Cash.

To do Manual Refund:

  • Select manual Refund in the left navigation menu

  • You will be moved to the Shopping Cart in Refund mode.

  • Select products you need to have refunded and define their attributes
  • When Refund Cart is completed, tap 'Cash' to proceed with Manual Refund
  • You will be moved to Cash Refund screen

  • On the left you can view virtual receipt of the manual refund
  • On the right side you are shown the amount to return to the Customer and you can select print/email Refund receipt and select receipt language
  • Tap DONE
  • After completion of Manual Refund operation – the special type of Order ‘Manual Sale’ will be created in System. You can view this Order in Orders list.

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