Refunds and exchanges

You start refunds and exchanges from the original invoice, so the history stays linked.

#Find the invoice

1. Go to Invoices and open the paid invoice.
2. Click Actions ①, then choose Refund ② or Exchange ③.

Tip: Refunds can be protected with a manager PIN. See PIN-gating sensitive actions.

#Refund items

1. Tick the items to refund ①. Change the Refund $ amount ② for a partial refund.
2. Choose the Refund Method ③, such as Cash or Card.
3. Choose what happens to the items ④:
   • Restock items to inventory puts them back on the shelf.
   • Mark returned items faulty sends them to Faulty Items, ready for a supplier return.
4. Add a reason under Notes ⑤.
5. Check the total ⑥ and confirm the refund.

Each line can only be refunded once. GetRepair creates a separate refund invoice, linked to the original.

#Exchange items

An exchange returns items and sells replacements in one step. It is saved as two transactions (a full refund and a new sale), so tax stays correct.

1. Under Returning, tick the items coming back ①.
2. Under Taking (replacement), search for and add the new items ②.
3. Check the summary ③: return value, new items and what the customer pays (or gets back).
4. Choose how the customer pays the difference ④.
5. Click Complete Exchange.

#Related

• Take payments at the POS
• Return faulty parts to a supplier (RMA)
• Give and use store credit