posBoss iPad app - Refunds

Short video on how to process a refund in the app

Brent Wimmers avatar
Written by Brent Wimmers
Updated over a week ago

Please note: Refunds can only be processed on the day of transaction. Once a cash up is performed you will no longer be able to refund the transaction in the posBoss iPad till app. You are able to edit your actual records in the cash up on the management site, but you may need to reference the variance reason in your financial system.


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โ€‹How to Process a Refund

Once a Payment has been processed and Paid, you may need to refund an Item from that Bill.

Head to the Settings menu, go into History, and select Transactions.

Search for the transaction you need to refund, and select it. The details will appear on the right.

Press the Refund button on the bottom left.

The screen will offer you some set examples to note the reason for the refund, or you can manually enter a reason. This reason will appear later in the transaction history on the iPad.

The screen will now show you the original ordered items to the left. Select the item or items you need to refund so they appear on the right. Select to refund in cash or card.

Be aware If you wish to refund to a Card and your Eftpos Machine is integrated into posBoss you will need to use the Eftpos Refund Card that your Eftpos provider has supplied you.

The screen will then return to the Transactions Screen, your transaction will be highlighted in red to indicate a Refund.

See the Video for a more visual run-through. And Brents wonderful face!

On the Management Site, refund information can be found on your Sales Transaction Summary report.

And to see a further breakdown, you can view the Hospo Wastage Refunds report.

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