Retail POS - Refund a Manual Card Transaction

Updated 1 week ago by NIr Malchy

Refund or partially refund a customer Manual Card purchase in the Retail Point of Sale by following these steps.


Make sure your user role allows you to process returns. See the Prerequisites.

Refunding steps

Manual Credit Card transactions can be refunded in Cash (if allowed by your facility settings) or customer account credit. You can refund up to the amount recorded for the transaction.
You cannot record a refund to the Credit Card itself in the Flourish point of sale application.
  1. In Flourish POS, navigate to Shop > Sales History.
  2. Using the filters and search bar, locate the order that needs to be returned.
  3. Click Return in the far-right column to begin the return process.
  1. Select the correct till from the Select Till dropdown. Sometimes you will need to confirm your selection.
  2. Use the arrows or type in the Return field to enter the number of units to be returned.
  3. Repeat step 5 for each item on the order that needs to be returned, then click Next.
    The POS will display the "Step 3: Return Details" screen:
  4. On the "Step 3: Return Details" screen (pictured above), choose the appropriate refund payment method:
    1. Cash
    2. Credit (this is the customer account credit not a refund to a card)
  5. You can click on the APPLY MAX ALLOWED button to set the maximum refund amount for the payment method.
  6. Enter a Reason For Return.
  7. If the customer is returning a non-cannabis item, you can check the Restock checkbox to add the item back to your active inventory.
  8. When everything is complete, click the Complete Return button.
Suppose you are processing a refund externally back to the card on which the purchase was made. In that case, you can refund the purchase in Flourish to the customer's account credit balance and edit the account credit balance by the appropriate amount.

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