When you first begin using Cloud POS, you may need to return items that were purchased in your previous EPOS platform. This article explains how to do this.
Please Note
This is not the standard process for a return — this article explains the steps to follow if your customer's original transaction did not take place in Cloud POS. If the original transaction was tendered in Cloud POS, please follow these steps instead: How do I process a return?
1) Add the item(s) being returned to a transaction.
2) Click the drop-down arrow to the left of the item line(s).
3) Click More Options.
4) Click Refund Item.
This will change the item quantity and subtotal to negative values:
When returning an item in this way, it is strongly advised to set a customer and/or add a comment to the transaction. This will help you to reconcile the refund against another EPOS platform later. For example, the transaction comment could be the original receipt number. Please refer to the related articles for further guidance on these options.
5) Tender the refund to complete.
