The home of record for return behaviour. The how-to
(Process a return) links here.
Where & who
| Rule | Detail |
|---|
| Where | From the Recent Sales tab via each sale’s Refund (↺) button, which opens the Process Refund dialog — there is no separate Returns page |
| Permission | requires return permission |
| Find a sale | filter by customer, date, transaction type, or search by invoice number |
What can be returned
| Capability | Detail |
|---|
| Whole invoice | Add all items |
| Specific lines | Add only the lines being returned; lines not added are not refunded |
| Partial quantity | adjust the quantity on each Items to Return line to return fewer than were sold |
| Across visits | return the remaining quantity over multiple visits until a line is fully returned |
Reason & refund method
| Field | Options |
|---|
| Return Reason | required |
| Refund Method | Original payment method · Cash · Card · Credit |
| Shipping | if the sale had shipping, you can optionally refund it (reason required) |
Effects
| Effect | Detail |
|---|
| Stock | returned items go back to inventory |
| Till balance | a cash refund affects the till; card / credit refunds don’t |