Payment Methods for Customer Refunds

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Sometimes, for whatever reason, an item just doesn’t work for a customer and it has to be returned to your store. Product returns are an important, if not terribly well-loved, part of retail. But customers appreciate prompt and easy returns on their items, and PayGo makes it easy to get items returned and money refunded.

Issuing a Refund

In order to issue a refund, you must first add the returned items to a new Sale Screen and ensure that the dollar amount in the Amount Due box is a negative one. For more information on processing returns, see Performing a Return.

From there, you can issue a refund in several ways:

Cash: To refund a transaction with cash, click the Cash button on your Sales Screen. This will automatically add the refund amount due in the Payment box. The sale can then be posted with or without a receipt printout.

Credit Card: To refund a transaction back to a customer’s credit card, select the appropriate card type on your Sales Screen. This will automatically add the refund amount due in the Payment box. The credit card can then be processed as usual and the sale can be posted with or without a receipt printout.  When the sale is posted, a pop-up box will ask you to enter in the payment’s Authorization number. This number will come from your credit card processing method.

Store Credit: In order to issue store credit, the customer will have to be registered in your customer records and entered on the Sales Screen for the return. Enter the return as usual, and click the Issue Credit button for payment method. This will be reflected in the Payment box, and the credit will be automatically applied to the customer’s account upon posting the invoice.

For more information on setting up and utilizing customer accounts, see Customer Accounts.

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