Performing Returns

Whether a sale happened during the current or a previous shift, perform a return to refund a customer’s money. Returning a transaction also puts its item backs into inventory to ensure their quantity stays accurate.

Watch our video covering the different types of returns:

Table of Contents

Current Shift Returns

If a sale occurred during the current open shift, browse the shift history to find and return it.

1 Tap History / Returns on the Control Panel.

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2 Choose a sale from the shift history and tap Begin Return.

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3 Swipe left on a line item and tap Delete to remove it from the return.

All items remaining on the screen will be returned.

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4 Choose the tender to return to the customer.

Sales can only be returned to Credit if originally paid by credit.

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If you see the ‘Already returned’ pop-up, the transaction was previously returned.

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5 Select an option for receipt (optional) and tap Done.

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Credit card returns automatically refund to the card used in the original sale.

Previous Shift Returns

If a sale occurred outside the current shift, search for its transaction # from the receipt to start the return. You can find receipts through the Transactions Table in BackOffice.

1 Tap History / Returns on the Control Panel.

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2 Enter the receipt’s transaction number and tap Search.

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3 Tap Begin Return to start.

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4 Swipe left on a line item and tap Delete to remove it from the return.

All items left on the screen will be returned.

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5 Choose the tender to return to the customer.

Sales can only be returned to Credit if originally paid by credit.

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If you see the ‘Already returned’ pop-up, the transaction was previously returned.

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6 Select an option for receipt (optional) and tap Done.

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Credit card returns automatically refund to the card used in the original sale.

Split Tender Returns

With split tender sales, either split the return to separate tenders or refund the entire balance to a single tender.

1 Begin a return for a split tender sale from the current or a previous shift.

2 Tap More… and Split Tender.

Or, select a tender like Cash to refund the entire balance to.

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If you see the ‘Already returned’ pop-up, the transaction was previously returned.

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3 (optional) Use the + and – buttons to change the number of splits.

4 Confirm the return tenders and amounts.

Tap an amount or tender to change it if necessary.

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5 Tap Return next to each tender.

Credit card returns automatically refund to the card used in the original sale.

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6 After returning all tenders, tap Done.

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7 Select Print or Email Receipt (optional) and tap Done.

Manual Returns

If unable to locate a transaction’s receipt, perform a manual return to refund the customer anyway.

Cashiers cannot perform a manual return to a credit card. Credit returns require the transaction number from the original sales receipt.

1 Tap History / Returns on the Control Panel.

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2 Select Manual Return.

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3 Add items to the return and select a tender to complete the return.

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