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Performing a Return

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Performing a Return

Returns are a fact of life in the retail world, and stores that make no-hassle returns will create customers that are happy to come back and continue shopping. PayGo’s return function is the simple and easy solution that will keep your business flowing and your customers happy. 

Performing a Return

To make a return, go into your Sale Screen, and then click the Return button at the top of the screen. This will take you to the Returns screen, where you can add the invoice ID number or scan the receipt’s barcode in the Enter Invoice ID from Receipt field. This will bring up the customer’s entire receipt in the Invoice box. Choose which items are to be returned by clicking the X button next to the item’s name. This will bring up a pop-up box which will ask for the quantity of the item being returned, as well as any comments on the return. When that information is entered, hit the Close button. This will take you back to the Sale Screen, where you can continue the transaction. If the customer is purchasing a new item along with their return, that item can be added to the Sale Screen like usual and the refund amount will be automatically deducted from the total.

What if a customer is returning an item without a receipt?

If the customer would like to return an item with no receipt, you will have to search for the invoice record within your software. You can do this via the Search By fields on your central Sales screen, accessed via the Menu.

You can also search for the invoice through the customer’s profile if they are registered within your PayGo customer accounts. First, locate the customer via the Search By fields or the List Customer function within your central Customer screen, accessed via the Menu. Within the Customer Screen, click the History button at the top of the screen to access the customer’s sale history and locate the invoice ID for the transaction in question.

For more information on customer entry, see Customer Accounts.

An alternate method of returning an item without a receipt is to add the item to a Sale Screen as if you were ringing the item up for a sale and then changing the item’s quantity to a negative number, such as -1. When this is done, a pop-up box will ask you if you’d like to process a return without a receipt. Click Yes to continue, and you will notice that the sales total will be a negative amount. From there, you can issue the customer refund based on your store policies.

For more information on refunds, see Payment Methods for Customer Refunds.

Can I make a return from the Sales View Screen?

Since the sales in the Sales View Screen are just a record of the transaction, they cannot be modified from that screen. The Return button can only be accessed through the Sale Screen.

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Previous Payment Methods for Customer Refunds
Next Adding a Warranty to a Product
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