Receipts, Returns, and Exchanges

Receipt log — the history of all sales for each location. Each receipt is an immutable snapshot of a payment: what was purchased, for what amount, by what method, by which cashier, and during which shift. Based on the receipt, you can issue a return or exchange directly from the POS interface.

To open: Admin Panel → POS → Receipt History (icon 🧾 in the POS menu).

Receipt Registry

Each location maintains its own receipt numbering — numbers are sequential and do not repeat. The registry displays:

• date and time of sale;
• receipt number and associated order number;
• menu items, quantity, and amounts;
• payment method, amount due, and change;
• cashier and shift;
• status: Sale or Refund.

Receipts can be reprinted at any time — the "Print" button is next to each receipt in the history.

Refund by Bill

Refunds are processed from the bill history. This option is available only during an open POS shift.

Full Refund

Click "Refund" on the required bill and select "Entire bill". The system will refund the full amount, including the service charge and tips.

Partial Refund

Select specific menu items and specify the quantity to refund. You cannot refund more than was sold: the system checks the balance, taking into account previous refunds for the same bill.

Refund Method

When processing a refund, specify:

• Refund method — cash or card;
• Reason — custom text.

If the refund is made in cash, the amount is automatically processed as a payout from the current POS shift — the transaction is immediately visible in the POS report.

After saving, a new bill of the "Refund" type with a negative amount is created, linked to the original sales bill.

Return to Inventory

When processing a return, the "Return to Inventory" option is available. If enabled, the system automatically restores stock levels for the returned items — this is reflected in the Inventory section as a guest return document.

This option is useful if the item is returned in good condition and goes back on sale.

Item Exchange

Exchange is a two-step process:

1. Return — process a return based on the original receipt (full or partial).
2. New order — the POS opens an empty ticket, already marked as "Exchange". Add the new items and process the payment as usual.

This way, each step has its own receipt, and the history remains transparent.

Refunds in Financial Reports

All refunds are accounted for in the Finance section:

• "Refunds" KPI — the total amount of refunds for the period;
• refunds are deducted from revenue — the final figures reflect net turnover;
• refund dynamics are compared with the previous period.

This allows you to track the reasons and frequency of refunds and make quality-related decisions.

Related Sections

• POS (POS) — order taking and payment processing
• Cash Shift — opening/closing shifts, cash payouts
• Finance — revenue, KPIs, and period comparison
• Inventory — stock tracking and inventory movement documents
• Orders — order statuses and history

Frequently Asked Questions

Can a refund be processed without an open shift?

No. To process a refund, an open POS shift is required — especially if the refund is made in cash (the amount is processed as a payout from the POS). Open a shift in the POS section and try the operation again.

What happens if a single receipt is refunded multiple times?

The system tracks all previous refunds for each item. In case of a partial refund, you can only refund the quantity that has not been refunded yet. It is impossible to refund more than what was sold.

Does a refund decrease inventory levels?

On the contrary — a refund restores stock levels if the "Return to inventory" option was selected during processing. The original sale has already decreased the stock; the refund partially or fully restores it.

Does the receipt appear immediately after payment?

Yes. The receipt is generated automatically when processing payment through the POS and is immediately available in the receipt history. You can also print it from there.

Are refunds visible to staff?

The receipt history and the "Refund" button are visible to cashiers with an open shift. Financial dashboards with the "Refunds" KPI are only available to the owner and managers.