Refund a Customer

You can refund a sale for a Customer in Reckon Cloud POS. You can either just process a refund transaction or cancel/return an item within a transaction.

 Refund

  1. Go to Cash Register > Choose/Add a Customer (you can choose a customer at the beginning of a transaction or at the end)
  2. Click on Quick Return 
  3. Select an existing Item or click Add Misc. Item
  4. The item will now show up in your Check-out screen. You can make necessary changes if you it's required (example: change quantity)
  5. Once you're ready to refund, click on Refund button
     
  6. Choose the payment method and assign to an employee/sales representative 
     
  7. If you didn't choose a Customer at step 1, you can now choose/create a Customer over here (choosing a Customer is mandatory only when you've linked Reckon Cloud POS with Reckon Accounts Hosted, otherwise it's optional)
     
  8. Once you've chosen a Customer, you can complete the transaction by choosing the appropriate option (if you have Customer's email address in their card, you can email out the receipt too!)
    Example of a refund receipt:
    Example of a refund receipt
  9. Refund transactions show as REFUND when you view them in Receipts tab or in Management System's Sales history

 

Cancelling an item within a transaction

If you have added an item to your transaction but need to cancel it, you can remove it from your transaction by using "Quick Return" while the transaction hasn't been completed yet.

 

  1. While you're in a transaction, click on Quick Return button and choose the item
  2. Once the item is added in your Check out screen, you can make necessary changes (if required)
  3. To complete the sale, click on Checkout button

 


Need more help?

Ask the Reckon Community at: https://community.reckon.com/

Or Log a Support Ticket: https://www.reckon.com/au/support/

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