To cancel a voucher that has been partially redeemed, follow these steps to either consume the remaining balance or refund it to the customer:
Step 1: Create a New Product
- Set up a product specifically for voucher returns. You can name it "Voucher Return," "Miscellaneous," or any other label that makes sense for tracking purposes.
- Follow the instructions for setting up non-inventory products in Retail Express (Click here).
Step 2: Open a New Sale in POS
- Start a new sale in your POS system.
- Add the product you created in Step 1 to this sale.
- Change the product price to match the remaining balance on the voucher.
Step 3: Redeem the Voucher
- Use the voucher to pay for the product as you would with any regular voucher redemption.
- If your goal is simply to cancel the remaining balance: Finalize the sale to effectively consume the remaining balance and close out the voucher.
Step 4: Refund the Remaining Balance (Optional)
If you need to refund the remaining balance to the customer:
- Finalize the sale from Step 3.
- Start a refund process for this sale using the regular refund steps in Retail Express.
Step 5: Complete the Refund
- Go to the Payment screen in the refund sale.
- Select the appropriate refund payment method (e.g., cash, card).
- Finalize the refund to complete the process.