Refunding Invoices

It is possible to refund an invoice payment, or a fully paid invoice. Follow the directions below to process a refund.

Refunding invoice payments

1. On the Sale screen, tap Transactions.

2. Search for the invoice.

3. Once you locate the transaction in the list, slide the transaction from right to left revealing the Cancel, Refund, Deposit, and Edit buttons.

4. Tap Refund.

The Invoice # popup appears.

5. Tap the Refund button.

The Refund on Invoice # screen appears.

6. Select the payment type on the right pane to which the deposit is being returned.

7. See Processing a Refund, beginning at step 9, for more information.

Refunding a completed invoice

1. On the Sale screen, tap Transactions.

2. Search for the invoice.

3. Once you locate the transaction in the list, slide the transaction from right to left revealing the Return button.

4. Tap Return.

The Select product(s) to return popup appears.

5. Tap the quantities of the products the customer is returning, then tap Done.

The Return on Sale screen appears.

6. See Processing a Refund, beginning at step 9, for more information.