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Receipts and refunds

Find past sales, check their sync and invoice status, reprint receipts and refund some or all items.

Every sale rung up on the iPad is kept on the Receipts tab. To get there, tap the arrow at the end of the tab bar and then Receipts.

Find a receipt

Use the filter at the top to narrow the list: All, Today, This Week, This Month or Custom (your own date range). Each row shows the date, time, receipt number and total. The icons underneath show the payment method and whether the receipt has synced.

The Receipts tab with the All / Today / This Week / This Month / Custom filter and a list of receipts showing date, time, receipt number, amount and a green sync checkmark.

Receipt details

Tap a receipt to open it. You'll see:

  • The date, the receipt number, the total and the cashier.
  • Items: quantity, product, unit price and the tax for each line.
  • Totals: subtotal, total tax per tax rate, and the total.
  • Payment Details: the method, and for card payments, details such as the transaction ID and card type.
  • Status: the Sync Status (whether the receipt has reached the CRM) and the Invoice status, for example Awaiting invoice or Issued.
A receipt's detail page with the date, receipt number, total and cashier, followed by the Items, Totals, Payment Details and Status sections (Synced, Awaiting invoice).

At the bottom of the receipt:

  • Retry Sync sends a receipt that failed to sync to the CRM again.
  • Reprint Receipt prints the receipt again, for example after a printer problem.
  • Refund Items starts a refund.

Refund items

  1. Open the receipt and tap Refund Items.
  2. Under Items, tick the items the customer is returning. If a line has more than one unit, set the Return qty.
  3. Under Refund Method, choose Cash or Card.
  4. Check the Refund Total and tap Confirm Refund.
The Select Items to Return screen: Arbossar is ticked with Return qty 1 of 2, Cash is selected as the refund method, and the Refund Total of EUR 88.60 sits above the Confirm Refund button.

You can refund a receipt in several steps. Items that were already returned are shown as such, and you can't return more than was sold.

Card refunds

Card refunds depend on how the sale was paid and on your card reader. If they aren't possible for an order, the app tells you to refund to cash.

  • With SumUp, the refund goes back to the card that paid for the order.
  • With a Worldline terminal, choose either Reverse Payment or Card Credit. Reverse Payment cancels the original payment with no card needed, but only for the whole payment. Card Credit credits the card the customer presents and also works for partial refunds.
  • With an External Terminal, issue the credit on the card terminal first, then confirm it in the app to record it.

When a refund isn't available

  • The receipt hasn't reached the CRM yet. Sync it first (see Sync the till with the CRM).
  • The sale was made on another till. Refund it on the till that made the sale.
  • The sale was paid with TWINT. TWINT refunds are only available two hours after the sale.

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