Locating invoice and receipt numbers
You can find the invoice number by accessing a tenant's ledger. Find the invoice for the retail item being returned, and use that number for the return.
If the customer brings a receipt, you'll find the receipt number in the box labeled Receipt ID.
Processing a return with a receipt or invoice
If a customer has purchased a retail item and would now like to return it, you can easily reach the retail return screen by clicking the ... button on your menu bar and selecting Retail.
You will see the Purchase and Return options. Select Return.
Next, enter the receipt or invoice number and select the link that appears for that invoice or receipt.
The refund screen will appear. Select the quantity of the item the customer would like to return. Select the refund method.
Put a note in the Refund Notes box. This is a required field.
Click Refund Now. Your refund will be processed, and a confirmation screen will appear once it's successful. From here, you can print or email a refund receipt.
Refunds for retail items don't go through the refund approval process. However, if you have a set cash refund limit in your refund settings, it will apply to retail refunds. If you're giving a check refund, you will need to enter the customer's name and address. If the customer is a tenant on file, select the box next to "Same as mailing address" to auto-populate this field. If you are issuing a cash refund, you will not need to enter a name or address.
Processing a return without a receipt or invoice
In your Facilities' Refund Settings, your facility must allow returns without a receipt to process a return without a receipt.
Open the retail return screen by clicking the ... button on your menu bar, then selecting Retail.
Click Return without a receipt.
The next window will allow you to attach the return to a tenant if the customer making the return is a tenant. This field is optional.
Select the merchandise that the customer wants to return from the list.
Enter the quantity of items being returned next to the retail item you've selected.
Select the refund method. If you select Cash, be mindful of your facility's limits on cash returns. If you need to refund with a check, you'll need to enter the customer's mailing address
Enter the reason for the refund, or any other detail you feel relevant, and click Refund Now. The next window will confirm that the return has been successfully processed. You'll have the option here to print or send a receipt to a customer's email address.