> 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](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/4saxq18yATRzB4wsNAFb/Return%20ticket%20button.jpeg)
{% endstep %}

{% step %}

## Select the client

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

![Select Client and Continue](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/vevDMWhcJA7Apdd4C9jD/Select%20Client%20and%20Continue.jpeg)
{% 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](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/s0z9skXMy3HGEdFQDle7/Blue%20arrow%20left%20of%20product.jpeg)

{% 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](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/krCDQEcLDasiA433cxZb/Return%20More%20button.jpeg)
{% endstep %}

{% step %}

## Create a new ticket

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

![Ticket tab New Ticket](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/XizWouRNhdq5eWlAI0nT/Ticket%20tab%20New%20Ticket.jpeg)
{% endstep %}

{% step %}

## Select the same client

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

![Select Client Create Ticket](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/0LwXNk9UkpsXWJYm5oda/Select%20Client%20Create%20Ticket.jpeg)
{% endstep %}

{% step %}

## Add the replacement product

Click the green ![rtaImage (1)](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/6161RhnDOgCHkwzOjY4M/rtaImage%20\(1\).png) 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](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/BXLKUBTo8vIGzfQnZMu7/Attach%20a%20Ticket%20button.jpeg)
{% 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](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/eJ1hvmwTBJbug8ikuT1z/Green%20plus%20next%20to%20client%20name.jpeg)
{% endstep %}

{% step %}

## Collect payment

Click **Collect Payment**.

![Collect Payment button on Sales Ticket](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/gtP9j37SDGTBDuM5Ozv6/Collect%20Payment%20button%20on%20Sales%20Ticket.jpeg)
{% 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)](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/6161RhnDOgCHkwzOjY4M/rtaImage%20\(1\).png) 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](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/LsvfA4bu5nIl9zxTIzpS/Add%20Gift%20Card%20button.png)
{% 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 %}