> For the complete documentation index, see [llms.txt](https://support.rosysalonsoftware.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.rosysalonsoftware.com/tickets/exchange-transaction.md).

# Exchange Transaction

An Exchange Transaction refers to a client returning a product and using that return amount to purchase a different product instead.

**Here is our recommendation for handling this situation easily:**

{% stepper %}
{% step %}

## Go to the Ticket List

Start by going to your **Tickets** tab, then select **Ticket List**.
{% endstep %}

{% step %}

## Start a return ticket

Click **Return Ticket** in the top-right corner.

![Return ticket button](/files/dbd071395b5e41ae20aea9f036ffd70a86381c93)
{% endstep %}

{% step %}

## Select the client

Search and select the client, then click **Continue**.

![Select Client and Continue](/files/fc4c894f6e546ef864500968ffff4544600935c2)
{% endstep %}

{% step %}

## Select the product being returned

Click the blue arrow to the left of the product the client is returning.

![Blue arrow left of product](/files/43fb50c73bbf1187863050d5d1255e3d2ba189f7)

{% hint style="info" %}
If any additional products need to be added to the Return Ticket, click **Return More** at the bottom.
{% endhint %}

![Return More button](/files/63a54e2244e015777d3157470cebe0735fccded1)
{% endstep %}

{% step %}

## Create a new ticket

Proceed to your **Tickets** tab again and click **New Ticket**.

![Ticket tab New Ticket](/files/016fe09bf2fd7580fd421a4c35251cfc1e2299cb)
{% endstep %}

{% step %}

## Select the same client

Search and select the same client, then click **Create Ticket**.

![Select Client Create Ticket](/files/8daa47ec0475296ce7537dd48af3fb93750ffc8a)
{% endstep %}

{% step %}

## Add the replacement product

Click the green ![rtaImage (1)](/files/85c76c1435cee939c8a108f017e3b4d37a8cde81) button next to **Services or Products**.
{% endstep %}

{% step %}

## Select the replacement product

Search and select the product the client wants instead, make sure the employee matches, and click **Add Items**.
{% endstep %}

{% step %}

## Attach the return ticket

Proceed to **Attach Ticket** at the bottom.

![Attach a Ticket button](/files/67b499f0d6ec23b107d777d5d93ecbb04d3ff0c6)
{% endstep %}

{% step %}

## Attach the client's ticket

Click the green plus button next to that client's name, then click **Done**.

![Green plus next to client name](/files/ad0c035b591eda78a2e26fd1b8b36294228e6462)
{% endstep %}

{% step %}

## Collect payment

Click **Collect Payment**.

![Collect Payment button on Sales Ticket](/files/b655166acaba5104f1b47a44a1762adf50fac849)
{% endstep %}

{% step %}

## Handle the remaining balance

* If the product the client is returning costs *less than* the product the client wants instead, the client will owe you the remaining balance. Choose the Payment Type.
* If the product the client is returning costs *more than* the product the client wants instead, you'll owe the client some type of compensation. You will only have the options of **giving them change back out of the cash drawer** or **giving them change with a check**.
  {% endstep %}

{% step %}

## Finish the ticket

Click **Finish** and close ticket per usual.
{% endstep %}
{% endstepper %}

## Give change back on a Gift Card

Alternatively, you can give the client changeback *(if owed to them)* on a Gift Card:

{% stepper %}
{% step %}

## Add a Gift Card

After attaching the tickets, click the green ![rtaImage (1)](/files/85c76c1435cee939c8a108f017e3b4d37a8cde81) button next to Gift Card.
{% endstep %}

{% step %}

## Enter the Gift Card details

Enter the Gift Card code, enter the amount due back, then click **Add Gift Card**.

![Add Gift Card button](/files/4d087343fc2b5912cd1c6ddb2d5d795e8c0d6916)
{% endstep %}

{% step %}

## Collect payment

The balance due back/owed on the ticket should then be $0.00. Proceed to **Collect Payment**.
{% endstep %}

{% step %}

## Finish the ticket

Since there is nothing owed back or due, click **Finish** and close the ticket per usual.
{% endstep %}
{% endstepper %}

{% hint style="warning" %}
Once you have attached the two tickets, try not to detach them, then re-attach them again. This could cause the ticket(s) to get stuck upon trying to close them.
{% endhint %}


---

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