In the POS
- In the search bar click the Documents icon and scan the barcode on the customer’s printed receipt or invoice. OnSite automatically generates the return invoice. If you don't have a receipt or invoice with a barcode:
- You can manually enter the invoice ID and click Return to generate a return invoice.
- You can click the list in the right corner of the search field to display a list of today's invoices.
- You can display historical invoices by exiting to Browser mode.
- On the return invoice remove the products that are not being returned by selecting the line item and pressing Delete.
- Add the products the customer is taking in exchange. OnSite calculates the value of the exchange. If the total is positive, the customer has a balance to pay. If the total is negative, you owe the customer a refund for the difference.
- Click Check Out to go to the payment screen, take any additional payments or refund the difference.
- Click Finish to produce a receipt and finish the sale.
In the Browser
- Open the original sale invoice.
- On the return invoice remove products that are not being returned by selecting the line item and pressing Delete.
- Add the products the shopper is taking in exchange.
- OnSite calculates the value of the exchange. If the total is positive the customer has a balance to pay. If the total is negative, you owe a refund for the difference.
- Click Save to move to the Payments screen, take any additional payments or refund the difference.
- Click Save > Print to issue a receipt and complete the sale.