In this video, we’ll walk you through how to handle refunds quickly and accurately using PowerEPOS. 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.
We’ll cover everything from initiating the refund to completing the transaction, so you can confidently manage any refund situation.
1. Make sure you have the necessary permissions to processs refunds.
2. 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.
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.
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.
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.
1. Log in, open the Journal, select the transaction, then the Refund Transaction button. Then click the green tick to proceed which will open the cash drawer. Provide the cash refund to the customer.
3. Now in the Journal, the transaction has changed to red with a negative amount against it.
Download the Refunds PDF Guide
Email us at Triniteq Support or call us on 1300 784 276.