Summary

This article shows you how to refund an invoice to store credit. Use it when an invoice is not eligible for a cash refund, or the customer wants an exchange.

Before You Begin

You'll need:

• The Can Process Refunds/Returns permission.

Important: If your business turned on Limit Store Credit to Purchase Location in Admin » Check Out Options, you must process refunds at the location where the store credit was bought. You cannot refund or redeem credit bought at one location at another location.

Steps

1. Find the invoice you want to refund and View it.
2. Check the Select box next to each line item the refund applies to.
3. Select Refund (X Items).

   

4. In the refund window, confirm the Refund Amount (before tax).
5. Optional: Select a Refund Reason.
6. If the item is a POS item, choose whether to mark it Returned to Inventory.

   

7. Select Store Credit as the Refund Method.
8. Enter the Amount to refund.

   

9. Select Process Refund. The refund shows as store credit on the owner's profile.

   

Related Articles

• Refunds and Returns Topic Outline
• Refund a Retail Item, Package, or Service How-To
• Refund a Store Credit Purchase How-To