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Return a whole bill

👤 For: Cashiers and store managers

Use this when the customer is returning everything on a bill and should get all their money back.

🔓 Optional feature: Bill Return You'll see the Bill Return tile only if bill returns are allowed for your store. Ask your admin to turn OFF DisableBillReturn (under Bill Settings) in the back office settings. If the setting is not available, please contact Invoay Support.

Before you begin​

  • Have the customer's receipt (you'll need the bill number).
  • Make sure you're connected to the internet.
  • Check the bill is still within your store's return period.

Steps​

  1. Open the Return tab and tap Bill Return.
  2. Type the bill number in the Bill ID box at the top.
  3. Check the bill details and items to make sure it's the right bill.
  4. At the bottom, you'll see the Return Amount. Tap Return Bill.
  5. In the Return Details window:
    • (Only if your login isn't allowed to do returns) An authorised person enters their Employee Login Id and Employee Password.
    • Type a Return Reason, for example "Product damaged".
    • Choose how you're giving the money back, for example Cash.
  6. Tap RETURN.
  7. When you see Return Completed Successfully., tap Print to print a return slip for the customer, or No to skip it.

You'll see Bill returned successfully! 🎉

How can I refund the money?​

You can refund using your store's normal payment methods, such as cash or card.

  • Customer's store wallet: Choose the wallet to put the money back into the customer's wallet balance, so they can spend it next time. (Only for bills with a registered customer.)
  • Not available for refunds: membership wallet, loyalty points, and store advance.

Good to know​

  • A bill can only be returned once. If it's already been returned, you'll see Bill Already Returned.
  • Bills with a package or membership wallet: Simple POS first checks whether the customer has already used any of it. If they have, you'll see Cannot Return. Tap Membership Wallet Redeem History to see what was used.
  • Only need to return part of the bill? Use Return some items instead.