Return Transaction w/ Video ►

1

Proceed to Tickets > Ticket List

2

Click the Return Ticket button

Return Ticket Button

3

Search for and select the client

Search and select the client’s name from the search bar pop-up.

Disregard the “Item Not Tracked” box unless you are willing to give refunds for items you do not carry.

4

Click Continue

Once the client is selected, click Continue.

5

Locate the item being returned

In the client's history, locate the item being returned and click the return arrow icon to the left of it.

Note: If you need to return more than one item, use the "Return More" button found on the return ticket itself.

Locate item being returned

6

Review the refund amount

Review the amount you will be refunding the client. If you are trying to refund PARTIAL payment, change the price of the item(s) on the Return Ticket.

Review refund amount

7

Mark the item for Inventory Use, if needed

Mark the item for Inventory Use if you do not want to return the returned item back onto the shelf for repurchase.

Mark for inventory use

8

Click Refund Payment

Review the Total you'll be refunding once more at the bottom of the Return Ticket, then click Refund Payment.

Note: If you need to take away any discounts that may have been applied to the original sale ticket, click the Discount button, replace the discount amount with "0", then click Discount again.

Refund payment button

9

Enter the refund amount and finish

Enter the amount due next to the method you'll be using to return their payment, then click Finish.

If you were returning any retail items, the On Hand amount in your Inventory will be automatically updated.

Note: At this time, there is no check box or button to declare the item as "Used" or "Damaged". If you do not want the product returned to inventory (do not want the On Hand amount adjusted), after processing the refund, use the Inventory Use function. It will take the item count(s) back out of inventory.

Check out our "Exchange Transaction" article!