How do I refund a Daily Sale?
RecTrac 3.1.10.18.00
Table of Contents
Problem
I need to refund a daily guest sale. I have the original receipt number, but without a household to look up, how can I refund this transaction?
Solution
Refund through global sales in the Daily/Guest Datagrid
Steps For Solution
- Go to the Global Sales Lookup screen.
- Click Skip > Daily/Guest Household.
- Click Purchase History
- Using the DataGrid filter for the Receipt Number column to filter results by the receipt number of the transaction that needs to be refunded.
- Highlight the transaction from the DataGrid.
- Click Cancel > Cancel Selected Items.
- Once the item is in the cart, click Refund.
- Select the Pay Code.
- Select the Refund Option.
- Click Process.
Once the transaction finishes processing, a new receipt number will be generated and your daily sale will be refunded according to your refund option.