Restrict payment methods for returns without a receipt

Each payment type that a retailer accepts must be configured when the system is set up. This article describes how certain payment types can be restricted for refund if the returns are made without a receipt.

Set up payment methods

To set up payment methods, the following tasks must be completed.

1. Create the payment methods that are accepted by the entire organization.
2. Create organization-wide card types and card numbers. If credit cards or debit cards are accepted, you must create one payment method for cards, and then create the organization-wide card types and card numbers.
3. Set up store payment methods. Associate payment methods with each store, and then enter the store-specific settings for each payment method.
4. Set up card payment methods for stores. For any card payment methods that the store accepts, complete the card setup.

Restrict payment methods for returns without a receipt

For each store payment method, on the Store management page, under Non receipt returns, set Restrict for refunds without receipt to Yes.

The default value of the toggle is No, which ensures that the payment method is allowed for refunds.

When Restrict for refunds without receipt is set to Yes, the selected payment method will not be allowed for refunds.

Note

When a cashier selects a payment method that is restricted for refund without a receipt, a message displays to verify the acceptable payment methods.

If a transaction has both a receipted return and a return without a receipt, the restriction conditions will not be enforced because the transaction will be a return workflow with a receipt.