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How to Refund POS Orders in Invent ERP?

In any retail business, handling refunds smoothly is just as important as making the sale. Customers expect quick, hassle-free returns and your team needs a system that keeps transactions accurate, inventory up-to-date, and accounting clean. That's where Invent ERP's Point of Sale module shines.

Step-by-Step Process​

Method 1: Refund from an Active POS Session​

Step 1: Open POS Orders​

From the Point of Sale session, head to the Orders to view all completed transactions.

Step 1 - Refund Active Session

Step 2: Select the Order to Refund​

Choose the paid order you want to refund and open it.

Step 2 - Refund Active Session

Step 3: Select Items and Quantities​

Select the items you wish to refund and adjust the quantity.

Step 3 - Refund Active Session

Step 4: Process the Refund Payment​

Choose the payment method to use for the refund and complete the transaction.

Step 4 - Refund Active Session

Method 2: Refund from POS Orders List​

Step 1: Open POS Orders​

From your POS Orders list, locate and open the order you want to refund.

Step 1 - Refund Orders List

Step 2: Create a Refund​

Click on Create Refund - the system will generate a new refund order linked to the original sale.

Step 2 - Refund Orders List

Step 3: Complete the Refund Payment​

Open the refunded order and create the payment to finalize the refund

Step 3 - Refund Orders List Step 3 - Refund Orders List Step 3 - Refund Orders List

Notes & Tips​

  • Always confirm the original order status before issuing a refund to avoid duplications.
  • Use the correct payment method for refunds.

FAQ​

Q: Can I partially refund an order? Yes — adjust the quantity of the item to be refunded before clicking Refund.

Q: Will refunds update inventory automatically? Yes — refunds create the necessary stock and accounting entries so your inventory and financial records remain accurate.

Q: Can I refund a POS order created days ago? Yes — use the POS Orders list and the Create Refund action to refund closed or older orders.