How to perform a refund

How to perform a refund

Note:
Your front end system may not look like the pictures you see below. Button screens are customized for each store. The functions used will be the same, but the button locations and colors may look different. If you would like your button screens to be set up the way you see in these articles, please contact the office and ask for the new default button screens to be loaded onto your system. 

Performing a refund on the front end register is a fairly easy and straight forward process. 

Scan your manager badge. Most systems are locked down such that a cashier will not be allowed to perform a refund. In this case, 

Press the "Refund" button. 

Next, the system will display this message: 

At this point, you can do one of two things, scan an item, or issue an open dollar amount refund. 

Scanning an item will automatically put that item in the transaction, but it will be a negative amount. 

If you want to give someone a dollar amount back, just type the dollar amount. Example: type 4.99. Then the system will want you to assign this to a sub department. Click the sub department button you'd like to assign this refund to. 

This is what both of them will look like on your screen: 

At this point, you will have a negative balance in the transaction. The next step is to tender the transaction out. 

Next hit the Sub Total button. 

Now use the tender you would like to give the customer back. If you select cash, the drawer will pop open and you can take the cash out of the drawer. If you select EFT, or Credit, or other electronic tender, the pin pad will prompt the customer to swipe their card and finish the process on the pin pad. 





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