How to refund a partial payment made during a sale


Latest update: - Sadaf Sadeghian

Objective

A partial payment has been made on a sale in process, but the sale needs to be cancelled. How to refund the processed partial payments on this sale? 

Setup

  • Vend for Mac or PC

Steps

The sale first needs to be saved as an On Account sale and then a return/refund needs to be processed on it. 

  1. Add a customer to the sale 
  2. Click On Account 
  3. Click Sell
  4. Click Sales History
  5. Locate the On Account sale that needs to be refunded and click on it to expand
  6. Click Continue Sale 
  7. Add the products in the sale back to this sale with negative quantity
  8. Click Refund
  9. Process the refund with the payment type that the partial payment was made

Additional Information

How to process return on On Account sales