NOTE REGARDING $5 REWARD COUPONS

If the customer is returning everything on the original transaction and they used a $5 Reward Coupon, you have to return the coupon as well.  If you don't, then the amount of the refund will be greater than the original purchase and you will not be able to refund it to their credit card.  See the section called "Refunding with a Reward Coupon" below for more details.

Related Document Links: Doing a Refund as Store Credit, 
Doing a Refund with a Reward Coupon, 
Doing a Refund

General Refund Policy: Top Shelf Quilts welcomes any return within 30 days of purchase. The original sales receipt and product in original packaging must be relinquished to receive a refund.  Refunds will be distributed via the original payment method. Some exclusions may apply. There are no returns on books, patterns, software, embroidery designs, BERNINA and Bernette accessories, and cut fabric. Machines may be returned within 7 days of purchase with a 20% restocking charge. Shipping charges are non-refundable.

To begin a refund, go into the POS and click on REFUND.

The last 30 days of sales are displayed. In the upper right, you can flip through the pages. Depending on the length of the original purchase, you might be better off searching.  

To search for the order number, you can scan the barcode on the bottom of the receipt.

Once you start typing something in the search box, you will note there are options on which field you are searching.  If you are looking for the customer's name, make sure you select Customer: from the drop-down list.  Other fields to search are the Receipt Number, Date, Customer, and Cardholder.

After narrowing your search, select the transaction.  You will then see the items purchased on the transaction on the right side of the screen.  If this is not the right transaction, select another one to check.

Select the item and then the quantity to return.  If there are multiple items, just select the next item and then enter the quantity to return.

Once you have selected and entered the quantity of all the items to return (in this case two items are being returned), hit Refund.

At this point, you are treating this just like any other transaction.  If they are exchanging or purchasing other items, you can just ring them up.  At the end, you will hit payment.  If adding additional items and they owe us money, just process like any other transaction.  

If we owe them any money, you will hit payment and then process on the original method of payment.

On the payment screen, you will notice it says the original payment was on a credit card.  Select one of the credit card payment methods; it doesn't make a difference which one but normally you would select the one attached to your register.

Just hit process to process the refund on their credit card. Since the payment provider keeps their token for 30 days, you will not need them to use their card. If it is over 30 days, we only do Store Credit (that will be covered next).

You will see the message Payment Successful and then just hit Validate to complete the transaction.