Finding the Original Sale

Start a return by searching for the original sale. You can search by invoice number, customer name, or browse recent sales.

Sale LookupLive Preview
to
INV-2026-0147Maria Garcia
Feb 14, 2026$2,255.883 items
INV-2026-0139Walk-in
Feb 10, 2026$1,622.671 item
INV-2026-0132James Wilson
Feb 8, 2026$384.972 items

Shortcut from Operations

You can also start a return directly from a sale's detail page in the Operations hub. The sale is pre-selected, skipping the lookup step.

Selecting Return Items

Once you select a sale, choose which items to return. Each item shows the original quantity purchased and lets you specify how many to return.

Return Item CardsLive Preview
Wireless Ergonomic MouseAC-MOUSE-ERG
Originally purchased2
Returning1
ConditionResellable
Refund$31.49
Will be restocked
USB-C to USB-C 2mCB-CC-2M
Originally purchased3

Returning quantity

For each selected item, the returning quantity defaults to 1 but can be increased up to the original purchased quantity. The refund amount adjusts proportionally.

Item Condition

For each item being returned, set its condition. This determines whether the item is automatically added back to your inventory.

ResellableItem is in sellable condition and will be added back to stock automatically.
DamagedItem is physically damaged. It will not be added back to stock.
DefectiveItem has a manufacturing defect. It will not be added back to stock.

Non-resellable items are not restocked

Items marked as Damaged or Defective will not increase your inventory count. Only items marked Resellable are added back to stock.

Return Details

Fill in the return metadata before processing.

Return Form FieldsLive Preview
Changed mind
Customer changed their mind about the purchase. Item is unopened and in original packaging.

Available return reasons: Changed mind, Wrong item, Defective product, Damaged in transit, Did not match description, Other.

Refund Method

Choose how to issue the refund. You can refund to cash, card, or use the original payment method from the sale.

Refund Method SelectorLive Preview
Loading refund method selector...

Original Method

The "Original" option refunds to the same payment method used in the sale. If the sale was paid by Visa, the original method refunds to Visa. This is the most common choice.

Return Summary

Before processing, review the complete return summary showing items, refund amount, and inventory impact.

SummaryLive Preview
Items1
Total Qty1
Subtotal$31.49
Tax (8.25%)$2.60
Total Refund$34.09
Refund viaCash
Restocked1 item will be restocked

Tax on returns

Tax is calculated on the refund amount using the same tax rate that was applied to the original sale. This ensures the customer receives a fair refund including the tax they paid.

After Processing

Once the return is processed, a confirmation dialog shows the result and next actions.

Return Complete DialogLive Preview

Return Processed

$34.09

Operations history

Every return is recorded as an operation in the Operations hub. You can view the full return details, see the linked original sale, and undo the return if needed.

Offline Support

Returns work with limited functionality when your device is offline.

Cached sales
Recent sales are cached locally for up to 7 days. You can look up and start returns against cached sales even without a network connection.
Queued returns
Returns processed offline are queued and automatically synchronized with the server when the connection is restored.
Limitations
Offline sale data may not reflect the most recent changes. Sales completed by other team members since the last sync will not appear in the lookup.

Offline notice

When offline, a notice appears at the top of the returns page indicating that you are working with cached data. Returns will sync automatically once connectivity is restored.