CashierLive Knowledge Base

How Do I Process Manual Returns

Manual returns are used by merchants that want to credit back customers an amount that is not tied to a pre-existing transaction in Cashier Live e.g.

CashierLive Manual Return Guide

Manual returns are used by merchants that want to credit back customers an amount that is not tied to a pre-existing transaction in Cashier Live e.g.,

A customer was overcharged $5 for a prescription due to a pricing/insurance error. The pharmacy credits the customer $5 without linking it to the original transaction.
Consultation services that are being refunded.
A customer is refunded a service/delivery fee.

Step-by-Step Instructions:

Activate Return Mode:

- Navigate to the Cashier Tools section in the top right and select Manual Return. This will put CashierLive into Return Mode.

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Notice the Change in Return Button:

- In Return Mode, the green PAY button in the bottom right will change to a red RETURN button. Any transaction made in this mode will show negative amounts, indicating the return of goods and issuing credit to the customer instead of charging them.

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Scan OR Search the Items to Return:

- Once you have the item(s) you would like to return, simply click the RETURN button.

Select the Correct Tender Type:

Ensure you have the correct tender type and click the RETURN button on the top right.

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Exit Return Mode:

- To exit Return Mode and return to normal operation, simply click the Cancel Transaction icon. This will reset the register back to its default setting.

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Notes:

Be sure to double-check the returned items and amounts before finalizing the transaction to ensure the correct amount is refunded to the customer.
If this was a credit card charge from a card that is not saved in CashierLive, the card will need to be present to complete the return.