Objective

Issue store credit back to a customer account by processing a refund.

Setup

• Retail POS for Mac or PC

Steps

1. Navigate to Sell > Sales History
2. Click Process returns
3. Select filters from the drop-down menus to locate the correct sale
4. Click on the sale to expand it
5. Click Return items

The Sell screen will now display the selected sale with a negative quantity and value.

1. Add a customer to the sale (if they aren't already)
2. Click Refund
3. Click Store Credit
4. Click Done to return the Sell screen

Additional Information

• Enabling store credit
• Adding a customer to a sale