The Refund Invoice tab is found within the Point of Sale Portal. A management user's access to this feature can be set as a specific permission under their user's set up. This tab allows a management user to cancel sales and issue refunds or to void sales and their associated payment.

Invoices can be searched for through a variety of parameters. 

1. Invoice #
2. Payment Type
3. All or specific Users
4. Location of User
5. Invoice Dates

Cancel (Refund)

This process yields a cancelation invoice. A refund will be prompted and processed during the cancellation process

1. Click Cancel (Refund) when the correct invoice is located
   • Note that you can select Details to see the items sold or hover over the invoice #

2. On the following page, select the item(s) to refund, and click Refund Selected Items
   • If there are multiple line items, you are able to select and cancel only some of the items instead of the entire order

3. Enter a reason for the refund and select the refund payment type
4. Click Issue Refund to finalize the cancelation and refund

Cancel (Void)

This process does not result in a cancelation invoice, and all items on the invoice will be voided.

1. Click Cancel (Void) when the correct invoice is located
   • Note that you can select Details to see the items sold or hover over the invoice #

2. On the following page, click Cancel Items and Void All Payments to finalize the cancelation and void process
   • Note that all items on the invoice will be canceled and voided