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How to Refund a Transaction

Jonathan Hutchings avatar
Written by Jonathan Hutchings
Updated this week

The POS software has a Refund Mode which works exactly the same as Sales Mode but in reverse.

The use of Refund Mode can be restricted by clerk using the clerk setting - Allowed Modes.

To use Refund Mode:

  • From the Home screen select Refund Mode.

  • The sales screen now appears but you are now in refund mode.

    • When you are in Refund Mode, you will see the text REFUND in the menu bar top right.

  • Sign on with a clerk that has access to Refund Mode.

  • "Sell" the products (they will appear with a minus sign in the reg window) that you want to refund and then finalise the sale with the appropriate method of payment.

  • IMPORTANT - When you have finished your refund, make sure that you go back to the home screen and select Sales Mode

    • When you are in Sales Mode, you will see the text REG in the menu bar top right.

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