If you need to refund a sale that has not yet been paid but the stock has been fulfilled/provided to the customer, you'll be able to perform a refund to return the stock.
Creating a Refund
- Log into POS
- Click Returns
- Enter your User ID
- Find the sale to be refunded by entering the Original Sales Order/Invoice Number or using the filters
- Click the radio button in the Select column to select the sale
- Click Next
- Enter the quantity to be returned in either the Saleable or Faulty columns (this will update the Inventory for either the Available or Faulty stock buckets)
- Select the Outlet where the stock is being refunded to
- Click Next
- Adjust the Refund Amount if required
- Click Next
- Select a Return Reason
- Click Create Refund
- The Refund/Exchange transaction will be created and ready to action
- The Order Total will be negative
- As the customer never paid for the original sale the system will apply a credit back onto the customer?s account
- Click Close to close the sale and return to the main screen of POS.
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Viewing the Credit Note
As this transaction had a balance outstanding the credit note will be automatically applied to the sale. The Credit note can be seen on the tax invoice, as well as the products tab, and the payment history.
Products tab
Payment History
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