Video tutorial
Steps
- Open Recent Transactions. Open the drawer and tap Recent Transaction. The till needs internet.
- Find the sale. Search by invoice number or customer, and set the dates if it wasn't today.
- Tap Void Sale or Refund Sale. Recent sales show Void Sale; older ones show Refund Sale. If your role doesn't allow refunds, Approval Required asks for a manager's login.
- Pick the payment. Choose the payment to return in Void which payment? or Refund which payment? On a split sale, repeat for each payment you want to return.
- Complete it on the terminal. For a card payment, the void or refund runs on the terminal (Processing void on terminal...). For Moneris, an Independent Refund is offered when the customer presents the card.
- Hand back cash. For a cash payment, give the amount back from the drawer.
- Check the status. The app shows Transaction voided or Payment refunded, and the sale appears under the Refunded status filter.
Void or refund
A void cancels a card payment before it settles, which is why it is offered only shortly after the sale. A refund returns money after that. SeroPOS picks the right action from the time since the sale, so you only choose which payment to return.
When the terminal can't complete it
If the terminal is busy, refuses the connection or doesn't answer, the app says so and nothing is returned; Refund not completed means nothing was refunded. Finish whatever is on the terminal and try again. If a payment was already voided at the terminal, the app shows Transaction Already Voided.
- Staff need Refund / Cancel Invoice in Sales & Transactions.
- On a split sale, the other payments stay on the order until you return them too.
- To return one item instead of the whole sale, use the Return toggle on a cart line.
Frequently asked questions
Why does one sale show Void Sale and another Refund Sale?
It depends on how long ago the sale was. For about the first 45 minutes the app offers Void Sale; after that it offers Refund Sale. Both return the payment you pick.
Can I refund only part of a sale?
From Recent Transactions you return a whole payment. To return one item, ring it with the Return toggle on the cart line, or edit the sale if it was rung wrongly.
Does a card refund go back to the customer's card?
Yes. Card voids and refunds run on your connected terminal, so the money goes back to the card used. With Moneris you can also run an Independent Refund when the customer presents the card.