Retail POS: Refunded Tab

Retail POS: Refunded Tab


After Performing Refund All or Refund Item: a new receipt will be generated, and the receipt under Refunded Tab
  1. The Parent Receipt will be available under Closed tab and any newly generated refund receipt in Refunded tab.
  2. If there is single item on the receipt: when the receipt is reopened on the order screen, only the Refund Item option is available.


View Receipt

Click the View Receipt A pink line on a white background Description automatically generated button. The Refund Summary details is displayed, containing the following information: Store Name, Status of the Receipt, Employee Name, Date and Time, Barcode, Item Price, Tax, Subtotal, and Grand Total. The Item being refunded displays with a gray highlight and a negative value.


Print Receipt

Click the A screen shot of a computer Description automatically generated Print Receipt button. The receipt will be printed with Qty, Price, Tax and Totals displaying as negative.


When a receipt is reopened from Refunded tab: the receipt will be opened on the Order screen and all options on the screen will be grayed. Items on the receipt can be viewed but no actions can be taken.


Refund

All the Refunded Receipts will be available under the Refunded tab. You can search for Receipts by a Customer or Date.

The displayed table contains the following columns:
  1. Status - The Status of the Receipt. If the Receipt is partially refunded it will appear under both the Closed and Refunded tabs
  2. Receipt Number - Receipt Number of the closed Receipts
  3. Transaction Time - Time of the Receipts closed will be displayed
  4. Customer - Name of the customer
  5. Reason - Reason for refund
  6. Receipt Total - Total of the Receipt
  7. Refund Total - Amount refunded
  8. Refund Type - Type of refund whether it is a Full refund or partial refund
  9. Employee - Name of employee handled the Receipt will be displayed


Include Service Charge for Refunds

Back Office

Navigation: Log into BO for your Store then select Settings > Payment Settings


On the Payment Settings page includes the Include Service Charge for Refunds toggle which will be disabled (set to NO) by default.

If enabled, then Service Charges will be added to Refund Receipts.


Implementation in POS

Navigation: Log into POS, add Retail Items, then finish payment.

  1. While finishing the payment, the Service Charge set in BO will be added to the Receipt.


  2. On the Refund screen: the Refund Amount will include any Service Charge/Surcharge. This will reflect on the Receipt as well.



  3. For refunded Retail items, the Service Charge/Surcharge will be calculated proportionally to the number of Retail Items refunded.
    1. Example: 3 Retail items with a total value of $30. The service charge is 10% for the transaction. When 2 Retail items is refunded, the service charge will be calculated based on those 2 Retail items and be applied to the retail item price calculation.


  4. For Retail item refunds with multiple items in a Receipt, the formula = ([Retail item + Tax / Subtotal] * Total Service Charge) for the receipt. By using this formula, we can calculate the individual service charge for the Retail item and while making refunds for select Retail items we can add the proportional service charge.
    1. Example: for the following Retail items...


      The split for the individual Retail items will be calculated based on the formula
 

 

Notes

  1. Service charge/surcharge inclusion will be only for selective customers who enabled the toggle from BO side.
  2. In the rare scenario when adjusting the Card Service Charge/Surcharge, the Refund value will be based on the day of the Refund not the adjusted Service Charge.
  3. The Service Charge/Surcharge set in the Store's BO will be included in Refunds in POS, regardless of the Receipt's origin.
  4. Since an item's Service Charge is part of the Receipt it will be included in the Subtotal. For Receipt refunds the item Service Charge will be added.
  5. For refund with Retail item - only the Card's Service Charge will be calculated as per the formula. The item Service Charge won't be included.
  6. Subtotal and Service Charge will be calculated for the overall Receipt level for a normal refund.
  7. This also applies to Partial Refunds.

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