This article and video will guide you through refunding an invoice from the Full Point Of Sale (POS).
NOTE: If you have a Full POS Terminal (receipt printer and cash drawer) you will need to grant your staff access to this terminal, click here.
1. Access POS Terminal
Navigate to Main > POS.
If you are not already logged into a POS you will need to access one. To access your Full POS click the Open button to start the Open POS process. For steps on opening a Full POS, click here.
2. Refund Using POS Client Lookup
On your POS cart, click on Click To Lookup A Person and search for the client that needs to be refunded.
Select the Paid Invoices link.
A window will display all invoices paid by the customer. Click on Refund next to the invoice detail.
Select the desired form of payment from the drop down. You are able to select: Credit Card, CC/Bank ACH, Credit Card (Outside ClubReady), Cash, Written Check or Client Credit Balance. The options available will be based on how the invoice was originally paid. You may choose to Send Notification Email and Add An Optional Note. Click Process Refund to finalize the process.
If this is a product refund, you will see an option to Return to Stock and can add in a restocking note.
A confirmation will display, showing the invoice has been Refunded with the date.
3. Refund Using POS Transaction Detail Report
To access the Transaction Detail report in your Full POS terminal, go to; Admin > Reports > Transaction Detail.
Click on the Transaction # next to the customer you are needing to refund.
A window will display all invoices paid by the customer. Click on Refund next to the invoice detail. Follow the steps as provided above.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Point Of Sale (POS) - Can access POS terminals
- Member Management : Payments Related - Can issue refunds