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  (c) Profile Systems Design Group, Inc. 2024  Build: 4.008.727  Help ID: 140

Refund Next Item

Use Refund Next Item if the customer does not have a printed invoice, and the customer does not have a store account.  You can search through invoices within a set date range to find the item.
This option must be enabled in System | Company Setup | POS Information 4 by clicking Refund item - Present invoice list to cashier.
 
Upon clicking Refund Next Item, you are returned to the Ring Sale screen, but the Enter Item field is replace by a Refund Item field.
Refund Next Item
You can enter the item using the same methods as in a Ring Sale purchase.  A window opens with all the invoices containing the item.  Narrow down the original purchase of the item by changing the date range, payment type, quantity, and other items sold on the same invoice.  Click on the correct invoice, and click Select.
Refund Next Item
 
1

Invoice List

1. Invoice List
Date, Payment By, and Qty are useful fields for narrowing your search.  In the Payment By field, CA is cash payment, CK is check payment, and CC is credit card payment.
2

Invoice Header

2. Invoice Header
This gives high-level information about the selected invoice.
3

Date Range

3. Date Range
You can change the date range to reflect when the customer made the purchase.
4

Invoice Details

4. Invoice Details
This lists all items on the invoice in case the customer remembers other items purchased at the same time.
5

Payment

5. Payment
This gives details about the invoice payment.
6

Toggle View

6. Toggle View
This changes the list view to also include payments by account charge.  These are designated by a blank payment type.  If the item was paid for by account charge, the Customer Invoice refund method is easiest.
 
Complete the refund as outlined in Completing the Refund.