Overview
Refunding at POS is not just reversing items. The payment side also matters, because the business needs to record how the refund was given back to the customer.
Where To Find It
Path: POS > Cash Sale > Refund flow
Use the refund payment steps when a POS sale is being reversed or corrected and money must be returned through the proper counter process.
How It Works
QBM handles the returned sale through the POS refund flow, then records the refund payment details so the counter history and receipt information stay accurate.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| Returned transaction | The original or adjusted transaction being reversed in full or in part. | Use it to confirm exactly which sale or lines are being refunded. |
| Refund payment method | Shows how the money is being returned to the customer. | Use it so the refund matches company policy and the counter record remains accurate. |
| Receipt payment review | Lets users review the recorded payment information for a receipt after the refund or adjustment. | Use it when checking that the refund outcome matches the original payment situation. |
Recommended Workflow
- Open the POS return or refund flow from the relevant sale.
- Confirm the items and quantities being returned.
- Review the refund amount that should go back to the customer.
- Choose or confirm the correct refund payment handling based on the original sale and company policy.
- Save the refund and review the receipt payment details if confirmation is needed.
Best Practice
- Follow a consistent refund approval process so cashiers do not improvise the payment side of returns.
- Review the original payment method before completing the refund.
- Keep refund receipts and manager approvals where your business requires them.