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Processing Returns
Processing Returns
Angel Horowitz avatar
Written by Angel Horowitz
Updated over a week ago

Ready to process a return? Returns can be done for both products and services. Here's a few details that might be helpful before you get started:

  • Product returns may be added back to stock during the transaction and defective items can simply be returned without being added back into the stock count.

  • Service returns are typically done if a client is unhappy with the service that was provided. Service returns, like product returns, will reduce the commission for the employee included on the return ticket.

  • Only one booth renter or independent contractor can be selected on a ticket for all products and services being returned. In other words, multiple booth renters cannot be selected on the same ticket. This is due to how information is held in the database, reporting is done, and the ability to deposit credit card transaction amounts directly in each individual's bank account. If you only have direct employees, then multiple employees can be selected on a return ticket.


โ€‹Product Returns

  1. Create a new ticket so the Ticket Information dialog box opens. The client's original purchase ticket should NEVER be used to capture a return.

  2. Scan or enter the ID of the product that is being returned as well as select the employee in the Employee column

    • If employees get product commission, the employee you select will lose commission for the item being returned. Refer to the client's receipt or purchase history for record of the original employee, if necessary. If you do not wish any employee to lose commission, select the (none) employee.

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  3. The Type column is a pull-down menu. Change the type from one of the following:

    • If the product will be returned to inventory, P to R - Product Return (Add to inventory)

    • If the item will not be returned to inventory, change the P to D - Product Return (Do NOT add to inventory).

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  4. Repeat steps 2-3 for any additional items being returned.

  5. The ticket "Total" will be a negative amount indicated by an amount in parentheses. The "Tender" amount will read $0.00. The "Refund" amount will be the total amount due to the client.

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  6. Select the appropriate refund method from the Type pull-down.

    • If the refund type is Cash, click the Check Out/Close button and disburse the funds to the client.

    • If you process credit cards with CardConnect, simply click the Return to Credit Card button to finish the transaction. The client's card must be present. If you do not use CardConnect, select the appropriate card type, click the Check Out/Close button, and process the return in your credit card terminal.

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Service Returns

  1. Create a new ticket so the Ticket Information dialog box opens. The client's original purchase ticket should NEVER be used to capture a return.

  2. Scan or enter the ID of the product that is being returned as well as select the employee in the Employee column

    • If employees get product commission, the employee you select will lose commission for the item being returned. Refer to the client's receipt or purchase history for record of the original employee, if necessary. If you do not wish any employee to lose commission, select the (none) employee.

    • User-added image
  3. The Type column is a pull-down menu. Change the type from S to V - Service Return.

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  4. Repeat steps 2-3 for any additional items being returned.

  5. The ticket "Total" will be a negative amount indicated by an amount in parentheses. The "Tender" amount will read $0.00. The "Refund" amount will be the total amount due to the client.

    • User-added image
  6. Select the appropriate refund method from the Type pull-down.

    • If the refund type is Cash, click the Check Out/Close button and disburse the funds to the client.

    • If you process credit cards with CardConnect, simply click the Return to Credit Card button to finish the transaction. The client's card must be present. If you do not use CardConnect, select the appropriate card type, click the Check Out/Close button, and process the return in your credit card terminal.

    • User-added image
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