How to process returns to different payment methods.

Owned by Daniel Gowen
Last updated: Sept 06, 2022
3 min read

This article is for anyone who needs to split up the payment methods used for a return or return to a completely different payment method.

 

Sometimes a return needs to have its payment method applied to a different method than what it was originally paid with. It might need to be split up into different payment methods. This could be for multiple reasons such as time since purchase, no cash refunds, or issues with a particular type of credit card. The most common method is to apply the refund to a store gift card. This does not have to be a physical gift card. Most stores usually make a virtual card using the customer’s phone number.

 

To do this pull up the invoices per this article :

https://pinogy.atlassian.net/wiki/spaces/PP/pages/3282829313

 

Once you have pulled up the invoice you need to refund click the Return Invoice button. The sale is then turned into a return and you can remove items that are not being returned and mark the items that are not resealable. When that is complete click Refund. If there was a single payment method it will prompt you to return to that payment method. Click No so it will let you select other payment methods.

 

Once that confirm window is gone you will get the option to specify an amount and can then click on the payment method to switch to.

To do this :

  1. Click the numpad button on the Refund amount line. If you don’t need to split the payment then skip this step.

  2. Click the blue button for the type of payment you wish to use.

  3. The refund amount and payment type will then show up on the right in the Payments section.

  4. Once all refund amount has been assigned to payments type you can click the Finish button. This will complete the refund and generate a receipt for the refund.

 

Example of single payment type being refunded to :

 

Example of the refund being split into multiple payment types:

 

 

The Print Receipt screen should then show up after clicking Finish. A receipt for this can either be printed, emailed, both, or not depending on the customer and/or store policy. This completes the refund.

 

 

 

For how to split payment methods in a sale please see this article :

https://pinogy.atlassian.net/wiki/spaces/PP/pages/3295084549