How to Return and Refund in Nexchar Desktop POS

If a customer needs to return an item and receive a refund, Nexchar Desktop POS makes the process smooth and efficient. Just follow the steps below.

Step 1: Open the Invoice from Sales Page

1. Open your Nexchar POS.
2. Navigate to the Sales page from the top menu bar.
3. Click the Search icon on the top right.
4. A Find Invoice popup will appear.
5. Use the search bar to find the sale by invoice number.
6. Once found, click on the Invoice Details to open the transaction.

Note: If no customer was assigned during the original sale, the Return/Refund button will not be visible.

Click here to learn how to assign a customer to an existing invoice.

Step 2: Click the Return Button

1. After the invoice opens, review the items listed.
2. Click the Return button found at the bottom or side of the invoice screen.
3. This will load the selected sale into the return interface.

Step 3: Select Items to Return

1. Select the items the customer wants to return.
2. Enter the Quantity to Return next to each item.
3. Click Confirm Return when ready.

Note: The system will automatically calculate the total refund amount based on the returned quantity and original item rate.

Final Step: Issue Refund

1. Click on Add Refund to open the Refund Customer window.
   
2. Enter the following details:
   • Payment Amount – This should match the return value.
   • Payment Method – Select how the refund will be processed (e.g., Cash, Card, etc.).
3. Click Refund payment to complete the refund.

Notes

• Returns can only be made for completed sales within your defined return window.
• Discounted items will have the return amount calculated proportionally.
• You can view all return transactions under the Return History section.