Welcome, Guest Login

Make Return

Last Updated: Mar 07, 2016 01:15PM CST

Say a customer comes in and wants to return a transaction, Cashier Live has a few methods that allow you to conduct returns.
 
Manual Return
To do a manual return, click on 'Cashier Tools' in the top right
Select 'Manual Return'
You will now see that the Pay button on the bottom right has changed to a red button labeled 'Return'

 

 
Either scan or type in the description or UPC code of the item being returned in the search bar at the top
Notice the red 'Return' button on the bottom right.

 

 
Click 'Return' to tender the refund
Choose your tender and click exact or split the payment as needed
 
Here you can either print your receipt or email it to your customer


 
Regular Return 

For a return with a receipt, you can find the transaction within the 'Transactions' tab on the left side.
Once in the transactions tab, either type in your transaction number or the description of the item being returned.
Notice that you can change  your  time filters at the top left: 'Today', 'Week', 'Month', and 'Custom'

 

 
After setting your filters and finding your transaction, you will see the transaction's details. Please note that you must select the items you wish to return. Clicking on the check box at the top next to the word 'Return' will check ALL the boxes for each item in the transaction. For this example, we want to only return the first two items. After you click on your items, click on the green 'Return Items' checkbox button on the bottom right corner of the screen.
 

 
Now, you can choose the tender you wish to return to the customer. You can either split the amount into specific tenders or click on the word 'Exact' to return the full amount to a specific tender.


 
Here is a receipt of your return transaction. You can email or print the receipt as needed.


If you go back to your transactions tab, you will now see a return at the top of your list, the refund is now complete

 
 
Lets say the customer comes back in and wants to return the rest of the items in the original sale. Go back to your transactions tab and find the original sale transaction.


 
Once you are back in the original sale, you will notice that the items that have already been returned are already grayed out and cannot be returned again.
Click on the remaining items that need to be returned.

Finally click on the green 'Return Items' checkbox button on the bottom right corner of the screen.
 


 
Now, you can choose the tender you wish to return to the customer. You can either split the amount into specific tenders or click on the word 'Exact' to return the full amount to a specific tender.


 
Here is a receipt  of  your return transaction. You can email or print the receipt as needed.

ac6f715cd472963557e812305366228d@cashierlive.desk-mail.com
http://assets2.desk.com/
false
desk
Loading
seconds ago
a minute ago
minutes ago
an hour ago
hours ago
a day ago
days ago
about
false
Invalid characters found
/customer/en/portal/articles/autocomplete