Get familiar with the refund and exchange process for in-store sales in Workstand POS.
Overview
- Refunds and exchanges must be issued and completed from within the Sale Details.
- To begin an exchange or refund, navigate to the In-Store Sales List in Admin (Sales > In-Store Sales).
Caution: The refund function on the "Refunds and exchanges" page is not yet connected to Stripe and cannot yet be used to refund an in-store sale. Refunds will need to be initiated and managed from your Stripe dashboard until this functionality is added.
Returning or exchanging products on a sale does not adjust your inventory level. Inventory will need to be manually adjusted if you elect to put returned or exchanged products back into stock.
Refunds
Full Refund
- Search for the sale you'd like to refund and click on it.
- At the top of the sale details click on "Refund and exchanges".
- Adjust the quantity of items that are to be refunded.
- Once all the quantities have been adjusted, click the "Issue full refund" button.
- At this point, you'll be asked to confirm, and if the refund is correct click "Refund $XXXX".
Partial Refund
- Search for the sale you'd like to refund and click on it.
- Click the "Refunds and exchanges" button at the top of the sale details.
- Adjust the quantity of items that are to be refunded.
- The summary will then adjust to show the amount to refund. Click the "Refund $XXXX" button.
- Verify and confirm your selection.
Exchanges
- Click on the sale for which you'd like to complete an exchange.
- Click the "Refunds and exchanges" button at the top of the sale details.
- Next, click the "Add Product" button and select either "Add product from catalog" or "Add custom product".
- Search for the product you are looking for, select the item, and click "Add to sale".
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- If you need to add more than one product, you'll need to repeat this process for each item.
- The newly added item will display at the bottom of the list and be indicated by the presence of "Quantity added: 1".
- Next, locate the item your customer is exchanging and adjust the refund quantity.
- The summary will auto-adjust to show the products added, products removed, and either the amount to refund (the new total is less than the original amount paid) or the amount to collect (the new total is greater than the original amount paid).
- IF you are issuing a refund then click the "Refund $XXXX" button.
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- Verify and confirm the refund amount.
- IF an additional payment needs to be collected then click the "Collect $XXXX" button.
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- Verify and confirm adding a payment.
