Help · Sell

Handle returns, refunds and voids

  • For: Managers and cashiers with permission
  • Time: About 8 minutes
  • Part of: Sell

A return takes some goods back. A void cancels a whole sale. Both keep a record with the reason.

Steps

  1. Click Sell > Sales and click the sale. Search by Receipt number if you have it.

    You should see: The sale's items, payments and totals.

  2. To take goods back, click Return goods. In Returning type how many of each item come back. Choose the Reason.

    The Return for a sale drawer with quantity returning, reason, refund method and where the goods go back
    1. Quantity returning
    2. Reason
    3. Refund as
    4. Record return
    Demo data

  3. Choose Refund as: Cash, Mobile money, Exchange or Credit on account. Choose where the goods go in Put goods back in.

  4. Click Record return.

    You should see: The goods go back into stock and the refund is recorded. Find the return under Sell > Returns.

    A large refund may wait for a manager to approve it.

  5. To cancel a whole sale instead, open it and click Void sale. Choose the Reason and click Void sale again.

    You should see: The sale shows as voided. Stock and money are put right.

    You can void a sale only while its till is open.

If something goes wrong

I do not see Return goods or Void sale

Your role does not allow it. Ask a manager or the owner.

The refund method I need is missing

Choose the closest one, such as Cash, and write the real method in Note.

I returned the wrong item

A recorded return cannot be edited. Record a new sale for the item.

Still stuck? See Fix common problems.

Next steps