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MobilePOS App Return

September 23, 2024

Description

How to return (refund) a transaction using the MobilePOS app

What's in this article?

You can refund any amount up to the total amount of the sale but cannot exceed the sale amount. You will not need to have the card present to do a refund, but the refunded amount will be issued to the card used for the sale.

IMPORTANT! 
MobilePOS app transactions do not have an option to void a sale. A refund (credit) must be done. 

To refund a sale

  1. From the MobilePOS app menu , select Transactions & Orders.
  2. Tap the transaction to refund.

    transaction detail
  3. Tap Return.
  4. To refund the entire amount, tap Confirm. To refund a partial amount, tap Total Return and enter the amount to be refunded.

    confirm return amount

    NOTE: The amount refunded cannot exceed the total amount of the sale.

  5. Tap OK to confirm the refund.
     
    confirm return
  6. Tap Confirm to complete the transaction. 

    mpos transaction approved
  7. Choose a receipt option:

    mpos receipt options
    table listing receipt options and their actions
    Receipt optionAction
    Email Receipt
    Tap Email Receipt. Enter the email address of the customer. Tap the Send button.
    Text Receipt
    Tap Text Receipt. Enter the cell phone number of the customer. Tap the Send button.
    Print Receipt
    Tap Print Receipt. Select a connected Wi-Fi printer on your network and then tap Print.
    No receipt will generate. 
    No ReceiptTap the No Receipt button.
    View ReceiptTap the View Receipt Details link to see the receipt.
  8. Tap Back To Sale to return to the home screen.



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