How to refund part of a Zeller POS sale?

You have the flexibility to issue a refund for either the entire sale or a portion of it, even if the sale was settled using multiple payment methods. Additionally, you can process refunds for the same sale at a later time if necessary.

Refunds will be processed back to the original payment method used. If the sale was made via card, the refunded amount will be credited back to the customer's card, which means you won't need to have the physical card present. For cash transactions, the refund will be returned in cash.

Please note: Please ensure that your device is connected to the internet, as refunds cannot be processed while your tablet is offline. 

Refund a sale

To get started, open Zeller POS on your tablet:

1. Tap Sales History in the bottom bar.
2. Tap the sale you want to refund.
3. Tap the three dots in the top right, then tap Refund. If your business uses a refund PIN, enter it when asked.
4. Tap Full to refund everything that is left on the sale, or tap Amount and enter the amount to refund.
5. To record why, tap Reason (Optional) and choose a reason.
6. Tap Process Refund, or Next if the sale was paid with more than one payment.

If you select the Full option, the refund will be processed immediately, and the screen will display the refunded amount. Simply tap Done. Selecting Full processes the entire amount for the sale at once, including any tips.

If you select the Amount option, the Refund by Amount screen will display the payment to which the refund will be applied, along with the pre-filled amount. Simply tap Process Refund, followed by Done. Please be aware that an amount refund does not include any tips.

Refund an amount from a sale paid with more than one payment

When you refund an amount from a sale that was split across payments, you have the option to select which specific payment will receive the refunded amount. On the Refund by Amount screen:

1. A payment is selected for you, with the amount filled in up to what is left on it. To refund to a different payment, tap it.
2. Tap Process Refund.
3. If part of the amount is still to be refunded, tap Next Refund, choose the next payment and tap Process Refund.
4. Tap Done once the whole amount has been refunded.

Remaining for this Refund indicates the amount that is still eligible for refund. Please note that each payment can only be used once for a refund, and any payment that has already been refunded will be greyed out.

For cash refund, the screen shows how much to Hand back. Cash refunds are rounded to the nearest 5 cents, the same as cash payments.

After a refund

The sale will be indicated as Partially Refunded in Sales History until the entire amount has been refunded, at which point it will display as Refunded. each individual refund will be recorded in Sales History as a separate entry with a negative amount.

If you wish to process an additional refund later, simply access the sale and tap Refund. Full will display only the remaining amount available for refund.

Please note: refunds cannot exceed the original payment amount, and each individual transaction can only be refunded up to the amount that was charged.

Please note: card refunds typically take between 2 to 7 business days to be processed and reflected on your customer's card.

If you experience any difficulties refunding a sale, please get in touch with our Support team for assistance.