Processing Returns, Refunds and Exchanges on AskBiz POS
How to handle returns and refunds cleanly in AskBiz POS — finding the original transaction, processing a full or partial refund, and restocking returned items.
Key Takeaways
- Process all returns through Operations > Returns — never adjust inventory manually as this breaks your audit trail.
- You can do a full refund, partial refund (specific items), or an exchange (return + new sale).
- Returned items are automatically added back to stock, and the refund appears in your sales report as a negative transaction.
Finding the original transaction
Go to POS > Operations > Retail > Returns. Click '+ New return'. Search for the original transaction by date, customer name, or transaction amount. Once you find it, click to open the receipt. You'll see every item from the original sale with checkboxes. Select the items being returned — you can return all items (full refund) or just some of them (partial refund).
Processing a full refund
To refund the entire transaction, select all items and click 'Refund'. Choose the refund method: back to the original payment method (cash goes back as cash, card goes back to the card), or as a store credit note. Enter a reason for the return — this field is optional but useful for tracking why customers return items. Click Confirm. The refund is recorded, the items are returned to stock, and the transaction log shows the original sale and the return linked together.
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See this in action for your business
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Start for free →Processing a partial refund
To refund only some items, select only those items on the receipt. AskBiz calculates the partial refund amount automatically based on the item prices and any discounts that applied. This is useful when a customer bought three products but only wants to return one. The refunded amount and restocked items only cover the selected products — the rest of the transaction remains intact in your records.
Handling exchanges
An exchange is a return combined with a new sale. Process the return first as above, giving the customer credit for the returned items. Then open a new transaction in the till, add the exchange item to the basket, and apply the credit note as payment. If the exchange item costs more, the customer pays the difference; if it costs less, issue the remaining credit as a store credit or cash refund. Both the return and the new sale are recorded as separate transactions in your audit log.