Customer Returns at the Counter

Customer Returns at the Counter

When a customer brings something back, you can process the return directly from the POS. The POS creates a refund and updates your inventory automatically.

Step by Step

1. Open your POS session (if it is not already open).
2. Click the menu icon (three lines) in the top-left of the POS screen.
3. Click Orders to view past transactions.
4. Find the original order — search by receipt number, date, or customer name.
5. Click on the order to open it.
6. Click the Refund button.
7. The POS shows all the items from the original order. Select which items are being returned and adjust the quantity if the customer is only returning part of the order.
8. Click Payment to process the refund.
9. Select the refund method (usually the same method the customer originally paid with).
10. Click Validate to complete the refund.

What Happens After a Refund

• The refunded amount is recorded as a negative transaction in the POS session.
• If the customer paid cash, you give them cash back from the drawer.
• If the customer paid by card, the refund goes back to their card through NMI.
• Inventory updates automatically — the returned items are added back to your stock count.

Partial Returns

If the customer bought three items but is only returning one, you do not need to refund the whole order. During the refund process, adjust the quantity so only the returned item is included.