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Choosing a Refund Method

You now have real flexibility in where a refund actually goes — not just back to how the customer originally paid.

Written by Help

This release is rolling out gradually and may not be available to all clients yet. It applies to any return processed through the new returns flow — see "Returns With a Receipt" and "Starting a No-Receipt Return" for how to get to this step.

How Refund Options Work

  • Refunding to the original payment method is the default, and the most reliable path. For a split original payment, this puts each portion back where it came from in one action.

  • You can also choose a different refund method entirely — cash instead of the original card to avoid processing fees, a gift card, or any other tender your store takes, regardless of how the customer originally paid. This is a newer, more flexible path than refunding to original tenders, and less battle-tested — if something looks off, refunding to the original method is the safer fallback.

  • A refund can't exceed what's due. Same amount validation as a payment, just in reverse.


Choosing Where the Refund Goes

Step 1

On the refund screen, choose "Refund to original method" to send the money back exactly where it came from — this is the recommended default, especially for a split original payment.

Step 2

Or choose a different method — any tender your store accepts, including cash, a gift card, or another option, regardless of how the customer originally paid.

Step 3

Confirm the refund. You'll land on a completion screen with the option to print a receipt and start a new sale, the same as completing a regular payment.


Troubleshooting

  • Customer wants their refund on a different tender than they paid with. Choose a refund method instead of "Refund to original method" — any store-accepted tender is available as a destination, not just what was originally used.

  • Not sure which refund option to use. Default to "Refund to original method" unless there's a specific reason not to (a canceled card, avoiding processing fees, and similar) — it's the more established path.

  • A refund won't go through for more than what's owed. Expected — a refund can't exceed the return's total, same as a payment can't exceed a sale's balance.

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