Returns without a receipt
Take back items when the customer has no bill, refund in cash or to store credit, and send the receipt on WhatsApp.
Return without a receipt (retail)
When the customer has no bill and you can't find it in Orders:
- Go to Sales › Return Without Receipt.
- Scan or search the products being returned. The refund is filled in with today's price (tax included). Change the quantity or the amount if needed.
- Optional: pick the customer. This is needed for store credit.
- Choose the refund: cash, card, a payment method of your own, or Store credit (exchange).
- Choose the reason. Untick Put the items back in stock for damaged or expired items.
- Click Save return.
The return shows in Sales Returns with no bill, and it counts in your reports, Day Close and accounting books like any refund. Staff can take these returns too.
Tip
When you can find the bill, refund it from Orders instead. The amounts, discounts and tax then come from the bill.
Send the receipt on WhatsApp
- Go to Settings › Billing Settings › Features and tick Send the receipt on WhatsApp.
- After a bill is settled, press WhatsApp. WhatsApp opens with a thank-you message and a link to the receipt, to the customer's mobile number. Without a customer, you type the number.
Nothing is sent by itself: the cashier presses Send in WhatsApp. The link opens only that bill and can't be guessed.