Sometimes it may happen that a customer who has deposited a certain amount at a POS may decide to get a refund on his deposit amount. This article will guide you to refund the deposit at the store.

Pre-requisites

1. The users' role must have access to the Deposit / Refund feature by enabling the following app operations for the feature in Admin - Security - Roles (Cashier etc)- Access Rights - Back Office - Transactions:
   
   
   1. Refund
   2. Reprint
   3. Allow cash refund against GV
   4. Allow cash refund against Loyalty Redemption
      
      
2. Customer and MOP masters must be available.
   
   
3. Credit Note as a MOP must be assigned to the site.
   
   
4. Allow Cash Refund master policy must be enabled.

Step-by-step guide

The process is divided in the following steps:

1. Go to POS Back Office> Transactions> Deposit/Refund. The Deposit / Adjustment / Refund module opens.
   
   
   
   
2. Click on Give Refund button. The Refund window opens.
   
   
   
   

3. Click on the Browse button beside the Customer prompt and select the required customer from the Customer Lookup window.
   
   

4. Provide Credit Note details of the customer by clicking Adjust CR Note button.
   
   
5. You can adjust multiple credit notes by clicking Add CR Note button.
   
   
6. Now click on Give Refund and Save button to generate the Refund Bill.
   
   

7. Print the Refund Bill, if necessary.

   Note: Session Tracking is enabled for Deposit / Refund Bill.