If you make a mistake, no problem. You can edit or issue a full or partial refund in seconds. In this article, we will walk through the steps on how to edit or refund tickets.
Things to know:
- Once a ticket is closed, you will be able to edit or refund only
- The ability to edit or refund a ticket is controlled by the "Edit/Refund Closed Tickets" access control
- Registers that appear during a refund:
- By selecting a location, the staff member is establishing their current/default location
- When refunding a ticket, we display all applicable registers at the time: the one that was selected as well as the register at the ticket's location
- We display the most recently selected location register as the default first because we assume that is where the staff member is currently located
- You cannot refund an amount higher than the amount for the items
- Once a ticket is fully refunded it cannot be reopened
- The following info can be edited on a closed ticket:
- The name of the employee who sold a gift card, package, membership, or product
- The name of the employee who performed a service
- Items can be removed from the closed ticket and once refunded are restocked into the inventory
Refunding Closed Tickets
To refund a ticket that you closed:
- Navigate to POS > Closed Tickets
- Search for the ticket number and select it
- When the ticket opens select the Refund button
- When refunding tickets, you can decide to refund all items or just specific items. You can also refund the entire amount or do a partial refund.
- To refund a specific item, you can just uncheck the boxes for the items you don’t want to be refunded. You can also choose a refund reason if configured in Settings.
- Tap the Next button
- Select the Refund button to complete the refund
Editing Closed Tickets
To edit a ticket that you closed:
- Go to POS > Closed Tickets
- Search for the ticket number and select it
- When the ticket opens select the Edit button
- The ticket will be in a reopened state where you can make the necessary adjustments
- If the price is increased, you will be prompted to take payment
- If the price is decreased you will be prompted to process a refund