How To Do a Refund

Please review the below video and instructions on how to do a refund on SoftPoint POS!

Begin by logging into the SoftPoint point of sale system.

• Method 1: Refund via Ticket

  • Access the ticket with the payment by clicking on it.
  • In the payment section, select the payment and choose "Details."
  • View transaction details and select "Refund."
  • Choose to issue a full refund or a partial refund:
    • For a partial refund, enter the amount and any tip to be refunded.
  • Complete the refund process.
  • Confirm the successful refund and choose to email, text, or print the refunded receipt.

• Method 2: Refund via Sidebar

  • Click on the top three icons in the upper right corner to access the sidebar.
  • Select "Reports" and then go to "Transactions."
  • View all transactions run on different devices or payment platforms linked with SoftPoint.
  • Use search filters (e.g., transaction number, ticket number, card last four digits) to find the specific transaction.
  • Optionally, use date and other filters (e.g., payment type, status, employee) to narrow down results.
  • Locate the desired transaction and select it.
  • Perform the same steps as in Method 1 to issue a full or partial refund.
  • Confirm the refund details and choose to email, text, or print the refunded receipt.