How to Refund POS Orders in Invent ERP?

In any retail business, handling refunds smoothly is just as important as making the sale. Customers expect quick, hassle-free returns and your team needs a system that keeps transactions accurate, inventory up-to-date, and accounting clean. That's where Invent ERP's Point of Sale module shines.

Step-by-Step Process

Method 1: Refund from an Active POS Session

Step 1: Open POS Orders

From the Point of Sale session, head to the Orders to view all completed transactions.

Step 2: Select the Order to Refund

Choose the paid order you want to refund and open it.

You can search by the Customer's Name, Phone Number, or Order Number.

Step 3: Select Items and Quantities

Select the items you wish to refund and adjust the quantity.

Step 4: Process the Refund Payment

Choose the payment method to use for the refund and complete the transaction.

Method 2: Refund from POS Orders List

Step 1: Open POS Orders

From your POS Orders list, locate and open the order you want to refund.

Step 2: Create a Refund

Click on Create Refund - the system will generate a new refund order linked to the original sale.

Step 3: Complete the Refund Payment

Open the refunded order and create the payment to finalize the refund.

Notes & Tips

Always confirm the original order status before issuing a refund to avoid duplications.
Use the correct payment method for refunds

Frequently Asked Questions

Q: Can I partially refund an order?
A: Yes — adjust the quantity of the item to be refunded before clicking the Refund button to issue a partial refund.

Q: Will refunds update inventory automatically?
A: Yes — refunds create the necessary stock and accounting entries so your inventory and financial records remain accurate.

Q: Can I refund a POS order created days ago?
A: Yes — use the POS Orders list and the Create Refund action to refund closed or older orders.