Return and refund of store purchase

Will the product come back or do you want to refund part of the payment? Here we explain how to refund a sale.

There are 3 ways to process a return

1. Look up the transaction through the checkout

1. Click on 'Checkout'.

2. Click on the 'Purchase' button next to the search bar.

3. Scan the relevant receipt or fill in the number.

4. Click on the 'Open' button behind the correct transaction. A new window opens.

5. Select the products or services you want to refund. By clicking on the top box, select everything.

6. Check that the 'Refund' action is selected and click on the 'Open' button

7. The products or services and the linked customer are now loaded toTo be settled.

The red square for the number indicates that the product is returning.

By clicking on the cross next to the product types, the refund can be aborted.

2. Via the transaction page

1. Click on 'Transactions' in the menu

2. Find the right transaction and klick the 'View' button behind the relevant transaction

3. Click on the 'Refund' button on the right

4. Go through steps 5 to 6 of the roadmap above.

3. Striking the product in the checkout if the transaction is not in the system

It is possible that a transaction comes back that is not in PrismaNote. For example, if the transactions of the past 5 years have been imported, but the transaction is 6 years old.

1. Click on 'Checkout'.

2. Find and select the product you want to return.

Is the product not in the system or do you not want to book stock? Then use a general shortcut and change the title.

3. Under the number, click on the word 'Normal' and choose the option 'Return'.The square for the product number now turns red.

4. If necessary, adjust the title and amount. Through the transactionTo be settledThe amount and stock are processed.

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