PlanIt EPOS

Trade counter

Returns, refunds and voiding a sale

Money going back to a customer should always tie to the receipt it came from, so the cash-up balances and the stock ledger knows what came back. There are three tools, each for a different situation.

Where
Menu → History, or Sale / Till → Process a return
Who
Everyone
Time
About 4 minutes
  1. 1

    Find the original sale

    Open History and search by receipt number or customer name. Every sale, invoice, quote and order is listed with who served it. Open the document, or press Refund straight from the row.

  2. 2

    Refund against the receipt

    The refund card lists each line with the quantity sold, anything already refunded and what is still refundable. Enter the quantity coming back, then say what happened to the goods: Back into sellable stock, Damaged — do not resell, or No stock change for a service line.

  3. 3

    Choose how the money goes back

    Cash, card, bank transfer, or Credit their account for a trade customer. Add a reason. The refund is recorded against the current till session so it appears on the cash-up, and a credit note is raised against the original document.

  4. 4

    Or process a return at the till

    When the customer is at the counter with the goods and no receipt to hand, press Process a return on the till. The screen turns into return mode — add the items being returned and the total shows as money going back. Take the refund by cash, card or bank transfer and the return prints like a receipt.

  5. 5

    Void a sale that should never have existed

    Rung through twice, or against the wrong customer? Open the document and press Void. Give a reason and say what happened to the money — a paid sale refunds it the way it was taken, a sale that was never paid records nothing. Voids and refunds both appear in the document’s History so the audit trail is complete.

Questions merchants ask

Which should I use — void or refund?

Void when the sale itself was a mistake and nothing was really sold. Refund when the sale was real and some or all of the goods are coming back.

Does a refund go back into stock?

Only if you choose Back into sellable stock. Damaged goods are written off with a reason, and service lines can be refunded with no stock change.

Can I refund a card sale in cash?

Yes. The refund method is your choice; whichever you pick is recorded against the till session so the cash-up matches the drawer.

Not covered here?

Ask PlanIt inside the app answers questions from your own data and opens the right screen. For anything else, support is a message away and goes to someone who understands trade counters.

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