Refunds

For more information on Refunds, see the video 01-020-101 POS: Refund Invoice (Shft + F2).
There are several ways to process a refund depending on the information available.  The only difference is the procedure for finding the item to be refunded.  Completing the refund is the same.
 
The behavior of the Refund Menu screen is configured within System > Company Settings
Select the Following setting to have the system appear with the following options:
System > Company Setup > POS Information 3
System > Company Setup > POS Information 4
 
As usual, when changes are made within the Company Settings section, the other workstations within the network must exit TransActPOS and then return to pickup the new Company level settings.
 
 
 
Hover over the number in the image below and click on the button in the pop-up window to go directly to that topic, or click on the button below the image.
Refunds
1

Invoice Number

1. Invoice Number
Use this if you have the printed invoice from the customer.
2

Refund Next Item

2. Refund Next Item
Use this if the customer does not have a printed invoice and the customer does not have a store account.
3

Customer Invoices

3. Customer Invoices
Use this if the customer has a store account.
4

Gift Given To

4. Gift Given To
Use this if the customer received the item as a gift and has a store account.
5

Gift Received From

5. Gift Received From
Use this if the customer received the item as a gift but does not have a store account nor a printed invoice.
6

Price Credit

6. Price Credit
This can be used to return money to a customer for a previously purchased item.
7

No Refund

7. No Refund
Click this to exit the refund menu and return to Ring Sale.