Refund (new)

Refund 

The ZeroPOS has the option of requiring the cashier to have a valid sales receipt # in order to get a refund. This feature is enabled on the POS, under the Configuration Tab --> General --> Transaction --> Enable Verified Refund.

Processing a refund with Verified Refunds Enabled:

• On the sales transaction screen, Press the RETURN button at the top of the screen. A popup window will appear with a list of sales transactions and an option to scan the receipts.
• Scan the barcode on the bottom of the receipt, into the box that says ‘Scan Receipt Now’. If a receipt is not present, you can enter the transaction # (2016/X/X/XXX) in the search field.
• The transaction # may also be available from the list if sold at the same store.
• A transaction number is required to process a refund.
• Once the transaction # is chosen, select the option Refund.
• A pop-up will appear with details of the transaction and options to proceed with the return.
• If you want to return all items in the cart, click on the RETURN ALL ITEMS button. All items from the receipt are placed in the cart to return (you can delete any from the cart that is not being returned)
• If not returning all items, you have the option to pick specific items from the original transaction and add them to the cart as needed.
• Click on the RETURN button, confirm, and submit payment to complete the return.

Exchange

At the moment you wish to perform an exchange on items, begin with the Refund option above. 

• On the sales transaction screen, Press the RETURN button at the top of the screen. A popup window will appear with a list of sales transactions and an option to scan the receipts.
• Scan the barcode on the bottom of the receipt, into the box that says ‘Scan Receipt Now’. If a receipt is not present, you can enter the transaction # (2016/X/X/XXX) in the search field.
• The transaction # may also be available from the list if sold at the same store.
• A transaction number is required to process a refund.
• Once the transaction # is chosen, select the option Refund.
• A pop-up will appear with details of the transaction and options to proceed with the exchange.
• Click on the button to proceed. 
• Select the specific items from the original transaction and add them to the cart as needed. (You can delete any from the cart that is not being returned)
• Click on the EXCHANGE button, it will be automatically populated on the transaction cart as a negative amount.
• Add the items to the cart you wish to exchange.
• If any refund is due to the customer, it will show in the total as a (-) amount. Continue tendering the transaction to refund the customer the difference.
• If an amount is due to collect from the customer, it will show in the total as a positive amount. Continue tendering the transaction to collect the amount due from the customer.
• You will see the items being returned highlighted in red and show a (-) in front, and items being sold in the exchange will show a positive amount.

Void

To void a transaction, press the Return button at the top of the sales transaction screen. Select the transaction number from the drop-down, a pop-up will appear asking for void confirmation. Click Void to proceed.

• If you want to void all items in the cart, click on the RETURN ALL ITEMS button. All items from the receipt are placed in the cart to return (you can delete any from the cart that is not being returned)
• If not void all items, you have the option to pick specific items from the original transaction and add them to the cart as needed.
• Click on the VOID button.

Articles in this section

• Getting Started
• Settings
• Transaction Tab
• Item
• Customer
• Reports
• QSR
• retailcloud chat
• Re-Registering ZeroPOS
• Common Issues

See more