Learning Areas

• Refund a single item via EFTPOS
• Refund a whole transaction via EFTPOS
• Refund a single item as cash
• Refund a whole transaction as cash

Overview

Triniteq's PowerEPOS software allows a user to handle refunds quickly and accurately directly from the POS. Whether you’re dealing with a returned item, a billing error, or a customer change of mind, processing refunds efficiently is key to maintaining great customer service.

Before you Begin

• Make sure you have the necessary permissions to process refunds.
• Take note that refunds are processed through the original payment method - cash refunds are issued in cash, and card payments are refunded back to the same card.

Refund a Single Item via EFTPOS

1. Log in, then open a new order or sale to open the order screen. Select the item to refund and make sure the parent item is highlighted. Then select Corrections and Refund Item.
   
   
   
   
2. Then we close this, select Pay, and the Integrated EFTPOS button.
   
   
   
   
3. Next the customer will be prompted to tap or swipe their card and enter their PIN.
   
   
   
   
4. The refund will then be approved and sent back to POS, and we can track it in the journal as a negative sale.
   
   

Refund a Whole Transaction via EFTPOS

1. Log in and open the Journal.
   
   
   
   
2. Find the transaction to refund and select Refund Transaction, then hit the green tick to proceed.
   
   
   
   
3. The customer is asked to tap or swipe their card and enter their PIN.
   
   
   
   
4. Now the transaction has turned red and changed to a negative amount.
   
   

Refund a Single Item as Cash

1. Log in and open an order. Select the item to refund making sure the parent item is highlighted, then select Corrections and Refund Item.
   
   
   
   
2. Close this then select Pay and the Cash button to open the cash drawer and give the cash refund to the customer.
   
   
   
   
3. Now in the Journal, the item has changed to red with a negative amount against it.