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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.

Method 1: Refund from an Active POS Session​

  1. From the POS session, open Orders to view all completed transactions.
  2. Choose the paid order you want to refund (search by Customer Name, Phone Number, or Order Number).
  3. Select the items to refund and adjust the quantity.
  4. Choose the payment method for the refund and complete the transaction.

Step 1 - Refund Active Session Step 1 - Refund Active Session Step 1 - Refund Active Session Step 1 - Refund Active Session

Method 2: Refund from POS Orders List​

  1. From your POS Orders list, locate and open the order you want to refund.
  2. Click Create Refund — the system will generate a new refund order linked to the original sale.
  3. Open the refunded order and create the payment to finalize the refund.

Step 2 - Refund Orders List Step 2 - Refund Orders List Step 2 - Refund Orders List Step 2 - Refund Orders List Step 2 - 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.