Processing Full and Partial Refunds

Refund permissions depend on staff roles:

• Cashier — cannot process refunds. If a customer requests one, the Cashier must call a Supervisor or Manager.
• Supervisor — can process refunds for transactions made in the current day.
• Manager — can process refunds for any transaction, regardless of date.
• Account owner — full refund access with no restrictions.

This tiered approach protects against unauthorised refunds while keeping the process fast for legitimate returns.

Go to /pos/transactions, find the original sale (search by receipt number, date, or product name), and tap Refund. AskBiz shows the full transaction with all line items. Tap Refund All to reverse the entire sale.

You will be asked to select the refund method — typically the same as the original payment. For cash sales, this means handing cash back. For card sales, process the refund on your card terminal and record it in AskBiz as a card refund. The refunded amount is deducted from your revenue figures immediately.

If the customer is only returning some items, tap individual line items in the transaction to select them, then tap Refund Selected. You can also adjust the refund quantity — for example, if three units were sold but only one is being returned, set the refund quantity to 1.

Partial refunds are recorded as a separate linked transaction. The original sale remains in your records with a note indicating the partial refund. This keeps your audit trail clean and makes it easy to reconcile at the end of the day.

Refunded amounts are subtracted from your gross revenue to calculate net revenue, which is the figure AskBiz uses for all dashboards and AI analysis. The Daily Brief will flag unusual refund patterns — for example, if refund rate for a product exceeds 10%, AskBiz will surface this as an anomaly.

Refunds also restore stock levels automatically (if stock tracking is enabled for the product). If you do not want stock restored — for example, if the returned item is damaged — toggle off Restore Stock during the refund process.