If a customer wants to return an item and apply that credit towards a different purchase, follow these steps:
Option 1: Return and Apply Credit to Another Item
This option allows the returned item’s value to be immediately applied toward a new purchase.
1. Open the original Sale and click Return.
2. Select the item to be returned and click Next.
3. On the Return form, add a Restock Fee (Amount or %) and a Fee Note if needed. Then click Return & Add to POS.
4. Click +Item, choose the item the customer wants instead, and click Save.
5. The credit from the returned item is now applied to the new item.
6. Finalize the payment and click Finish.
Option 2: Credit to Customer Account
This option applies the returned item’s value to the customer’s account for future purchases.
1. In the Payments section, click Add, choose Customer Credit as the payment type, and click Add Payment.
2. The returned item will be credited to the customer’s account for future purchases.
