Alice POS makes invoice refunds easy to manage with their return system. Here’s how to proceed.
Refund with a receipt
- First, you must find the invoice by either looking up the invoice number or use the Display available reports icon. Alternatively, scan the receipt’s barcode.
- Select the Item navigation view in the new window.
- Right-click on the invoice’s items and choose the Refund Item option from the menu for each item that are to be refunded.
- Proceed to Payment. The amount will be negative to indicate that it is a refund
Make a return without an invoice
- Choose the advisor and the name of your client.
- Choose the type of transaction Refund in the right panel.
- Scan, search or bring items from the Catalog or Inventory list to the invoice. Adjust quantities and prices if necessary. Make sure the item header is in red to indicate the refund.
- Proceed to the payment. The amount will be negative to indicate that it is a refund.
It is more beneficial for the merchant to proceed with a refund with the original receipt as it’s possible the item you have to refund no longer has the same cost as when you first sold it.
How to refund an invoice from the Search for invoice option
- Go to the Invoice module.
- Look for the invoice number in the Invoice module search field, or you can scan the invoice if you have a paper copy.
- The Invoice List window will display. Select the navigation mode “Item”.
- Select the item(s) you wish to refund.
- Right-click on the invoice item.
- Choose the option “Refund item” from the menu that has been displayed. Do it for each item that you need to pay back. It is possible to refund only one item on the invoice if that is what you want to do.
- The information you previously saved such as the customer name, invoice type and items will be displayed on the screen since Alice POS will look for the information from the previous invoice.
- You will see that the amount appears in negative to show that it is a refund.
- Complete the transaction.
You may have trouble scanning a barcode on a 3-inch receipt with some scanner models, because some have a bigger field of action than others. In that case, typing the invoice number can suffice.
How to refund an invoice from the Contact module
- Go to the Contact module.
- Search for your client or company.
- Click on the “Invoices” tab.
- Click on the drop-down menu and select “Item”.
- Select the item (s) you wish to refund.
- Right-click on the invoice item.
- Choose the option “Refund item” from the menu that has been displayed. Do it for each item that you need to pay back. It is possible to refund only one item on the invoice if that is what you want to do.
- The information you previously saved such as the customer name, invoice type and items will be displayed on the screen since Alice POS will look for the information from the previous invoice.
- You will see that the amount appears in negative to show that it is a refund.
- Complete the transaction.
How to refund an invoice if you are using a semi-integrated terminal (Moneris)
Refer to these articles for more information: Moneris Terminal
How to refund a rental deposit
- Go to the Contact module.
- Look for your client.
- Go to his or her customer account.
- Click the Invoices tab.
- Find your customer’s deposit.
- Right-click on the item and select the “Refund Item” option.
- You will see that the amount appears in negative to show that it is a refund.
- Complete the transaction.