How to Process a Partial Price Refund

How to Process a Partial Price Refund

How to process a partial value refund.


1. Navigate to a POS session

2. Click the "Refund" Button

Screenshot of: Click the "Refund" Button

3. Scan the receipt or find the original order and select it.

Screenshot of: Scan the receipt or find the original order and select it.

4. Click the item that needs the partial refund. (In this example we are not returning the product, but we do need to select it.)

Screenshot of: Click the item that needs the partial refund.  (In this example we are not returning the product, but we do need to select it.)

5. Enter at least 1 item that will be refunded.

Screenshot of: Enter at least 1 item that will be refunded.

6. Click "Pay"

Screenshot of: Click "Pay"

7. 8 After clicking pay, you will be brought back to the cart screen with the item to be refunded at a negative amount. The system, at this point wants to put the item back into inventory. In this example the customer is keeping the item, but we are giving them a partial refund so we don't want to put the item back into inventory. The following steps will show you how to do that.

8. Click the "Price Button" and enter the amount that you will be refunding. In our case we will enter 20.50 because we are refunding $20.50 of the original purchase price.

Screenshot of: Click the "Price Button" and enter the amount that you will be refunding.  In our case we will enter 20.50 because we are refunding $20.50 of the original purchase price.

9. In the next image you will see that the price has been changed from -$120.5 to -$20.5. Now, it says we are returning the chair, and giving a $20.5 refund. We need to add another chair to the cart so that it does not put the chair back into inventory.

10. Add the original item back to the cart.

Screenshot of: Add the original item back to the cart.

11. Click "Price" and set to "0"

Screenshot of: Click "Price" and set to "0"

12. Now it shows one chair being "returned" and a refund of -$20.5 and one chair being bought so in reality there are now chairs coming in or going out. It's a wash. Click "Payment"

Screenshot of: Now it shows one chair being "returned" and a refund of -$20.5 and one chair being bought so in reality there are now chairs coming in or going out.  It's a wash.

Click "Payment"

13. Select the method of payment. (For credit card transactions select the terminal or Manual CC. You can see how the original transaction was paid for.)

Screenshot of: Select the method of payment.  (For credit card transactions select the terminal or Manual CC.  You can see how the original transaction was paid for.)

14. Click "Process"

Screenshot of: Click "Process"

15. Click "Validate"

Screenshot of: Click "Validate"

16. Click "New Order" to start a new order.

Screenshot of: Click "New Order" to start a new order.