This article will guide you through refunding an anonymous Point of Sale (POS) transaction.
1. Running The POS Transaction Detail Report
Navigate to Reports > Sales > POS Transaction Detail > Transactions Tab.
Select a date range that would include the transaction in question and choose the filet to Only Show Transactions Not Tied To A Person. Click the button Run Report.
Click the (+) sign to view the Invoice ID number for the purchase.
2. Refund Transaction
Click the magnifying glass in the top right corner next to the profile picture. Then, select the Invoice ID option within the drop down menu.
Within the Invoice ID search, paste the Invoice ID that you are looking to refund. Once populated, click the invoice.
To process the refund, click Issue A Refund.
Refund Method - Refund method used to refund the client
Partial Refund - Option to partially refund the invoice
Return Item to Stock - Update the stock level for the item being returned
Optional Note - Add a note to the refunded invoice.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Reporting - Can access reports (must be enabled to see any reports)
- Reporting - Can Access Sales: POS Transaction Detail
- Member Management: Payments Related - Can issue refunds