PlanIt EPOS · Receipts, Refunds & History

Refund a sale or issue a credit note

What does this do?

A refund gives money back on a sale that has been paid, in full or in part, and records why. It creates a permanent credit note against the original receipt and puts returned goods back into stock if you tell it to.

How to use it

  1. From the ☰ menu choose History, find the sale and press View.
  2. Press Refund to open Issue refund / credit note.
  3. For each item set Qty to refund. The table shows Sold, Already refunded, Refundable and the Line refund amount. For a goodwill amount instead, use Custom refund amount.
  4. Choose a Reason (for example Faulty product, Customer changed mind, Pricing error, Manager goodwill or Other, which needs a Reason note).
  5. Choose the Refund method: Cash, Card, Bank Transfer, Account Credit or Store Credit. Pick the Operative doing the refund.
  6. Under Returned stock choose Return to sellable stock, Damaged — do not return or No stock change.
  7. Press Confirm refund and confirm. The credit note is filed against the original receipt and cannot be undone.
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Related guides

Void a sale

Voiding says the sale never happened. Its stock goes back, it comes out of every total and report, and it is filed under Deleted receipts. Use it for a sale that was rung through wrongly and no money changed hands; if the customer has paid, use a refund.

Receipts, Refunds & History

Correct a mistake on a receipt

An unpaid receipt with no catalogue stock on it can be edited in place. Once money has been taken the correction is a refund or credit note, and once stock has moved it is a void and a re-ring. The button tells you which applies.

Receipts, Refunds & History

Find an old receipt, quote or invoice

History keeps every sale, quote and invoice the till has ever raised, so you can find one months later, see whether it was paid, and reprint, email, refund or void it from the same screen.

Receipts, Refunds & History

Put leftover materials from a job back in stock

When a job uses less than was sold, the spare packs, adhesive or sundries can go straight back on the shelf to sell again. The sale, the takings and the customer's balance are left exactly as they were.

Stock Management

Cash up at the end of the day

Cash Up tracks the drawer from the morning float to the evening count. It knows every cash payment and cash refund the till took, plus any cash you put in or took out, and tells you what should be in the drawer so the variance is obvious.

Reports & Cash Up

Change the payment method on a sale

Pressed Cash when it was Card? Change the recorded method on the sale. The sale itself is untouched and today's Z report updates to match.

Payments & Deposits
Questions this guide answers
  • How do I refund a sale?
  • Can I refund just one item?
  • How do I issue a credit note?
  • Can I refund more than the customer paid?

Last updated 2026-09-03 · Direct link for this feature