View sales
In the Register tap “Sales”. Search by receipt number, by customer or by phone.
Each sale shows its status:
| Status | What it means |
|---|---|
| Paid | Paid |
| Voided | Voided before it was paid |
| Refunded | Fully refunded |
| Partially refunded | Part of it was refunded |
| Merged into another check | Combined with another table or tab |
| Open | Not paid yet |
When you open a sale you see the products, the totals, the payments, the customer and the delivery details. From there you can “Reprint receipt” or “Refund”.
Make a refund
- Open the sale and tap “Refund”.
- Under “What is being returned” choose the products and the quantities, or tap “All”.
- Choose the “Reason”: Defective product, Unhappy customer, Duplicate charge, or write another one. It is required.
- Check “Return to inventory” if the product goes back on the shelf.
- Under “How the money goes back” choose “To the original payments” or “All in cash”.
- Tap “Refund” with the amount.
You will see “Refund recorded” with its number, and you can “Print refund slip”.
A refund returns the exact price and tax of what is returned, even if the sale had discounts or exempt products. You can refund a sale in several parts: in the end it adds up to exactly what was charged.
Card and online payments
If it was paid by card or with a link, the app records the refund, but you return the money yourself on your card terminal or in your gateway’s panel.
If your role cannot make refunds, the app asks for a supervisor’s PIN.
Void
- A sale that has not been paid: “Void sale” under “More options”. It asks for a reason.
- A product already sent to the kitchen: remove it from the tab and confirm “Void sent item”. The station gets a printed notice.
Voids appear in Reports and in the Z close.
Refunds in the shift
Cash refunds come out of the shift’s cash and are seen in the X report and the Z close as “Cash refunds”.