Every return starts with the original sale. There are two ways to it.
From the counter, without leaving the sale screen
Tap Refund… in the sale-screen toolbar. A window opens with your ten most recent sales — transaction number, customer, date and total — and a search box above them.
Type a transaction number or a customer's name to narrow it down. Tap the sale and the return panel opens right there. Closing the window brings you back to an untouched cart.
If you have only just rung the sale, use Refund this sale… on the sale-complete panel instead — it goes straight to the right transaction.
From Sales History
Open Sales History in the sidebar for the full search. It opens on the last seven days.
| Filter | What it does |
|---|---|
| From / To | The date range. |
| Transaction # or customer name | A number searches by transaction; anything else searches customer names. It is one or the other, never both. |
| Cashier | Sales rung by one person. |
| Register | Sales taken at one till. |
| Min $ / Max $ | The sale total. |
Set what you need and tap Search. Pressing Enter in the text box does the same. Results are 25 to a page, with page controls at the bottom.
If the Cashier and Register dropdowns are empty, you are not an admin or manager on this account. Everything else still works — search by date, amount, transaction number or customer name.
If nothing matches you get No sales match these filters. Widen the dates first; the seven-day default catches most people out.
Opening a sale
Tap any row. The detail window shows:
- the date, cashier, customer and register;
- every line, with quantity, unit price and line total;
- the totals — subtotal, discount, tax, total;
- how it was paid.
From here, Print receipt reprints it and Refund / Return starts the return. See Refund one line or the whole sale.
Two things to know about the list
A refunded sale looks the same as any other. There is no marker in the list for a sale that has been returned in full or in part. Open the sale — the return panel shows any prior refunds against it.
Tenders on a split are not itemised. A sale paid across several tenders shows only its cash and card totals, and store credit does not appear as a tender at all. Open the sale to see what is kept.
There is no export. Sales History is for looking things up at the counter, not for handing figures to an accountant. For that, use Reports — see Check today's numbers.