Adding Items to a Refund Transaction

If necessary, use the New Refund button located in the lower right corner to clear all items and information from the previous transaction. There are several ways to add a new item to a transaction:

• Enter a transaction number from the past receipt into the Enter Transaction Code text box, then press Enter or the Add Transaction button. This would add all items from the entered transaction.
• Use the Browse Transaction to select items from recorded transaction list.
• Use the Select Item button to select an item from the Items List. Note that adding new items is not allowed when refunding a past transaction.
• Use the Manual Item Entry button to add an item that does not have a barcode, or cannot be found in the Items List (requires a keyboard). Note that adding new items is not allowed if processing from a past transaction.

You may be able to Adjust Quantity and Adjust Unit Value of the added items in the list depending on item types and past transaction types.

Recording the Refund

When at least one item has been added to a new refund transaction, and you are ready to process and record the refund, click or press the Process Refund button.

Select the refund method to be used, and enter the amount refunded to the customer. Copper will calculate the amount of change to receive if any as you enter the refund amount, and will display this in the field below.

When you have entered the correct refund details, and returned the correct change to the customer, click the 'Record' button to save the refunded transaction.

Coupons in a Refund

When creating a refund, coupons must be selected for each refund. If a coupon is not included, the refund price will be greater.