# Refund or void a sale

> Cancel a finished sale, give the money back and put the stock back, with a reason and a manager approval.

Source: https://docs.bakasir.com/en/docs/web-pos/refunds-and-voids

Video tutorial (2:21): [Web POS: refund or void a sale](https://media.bakasir.com/bakasir-media/docs-video/web-pos-refunds-and-voids/web-pos-refunds-and-voids.mp4), subtitles: https://media.bakasir.com/bakasir-media/docs-video/web-pos-refunds-and-voids/web-pos-refunds-and-voids.en.vtt



A finished sale is never edited or deleted. To correct a mistake, you refund or void the whole sale. Bakasir keeps the original record, adds your reason and puts the stock back. This tutorial takes about 3 minutes.

## Before you start

- You can see the sale. Owners and Managers see all sales. Staff see only the sales they made.
- If you are Staff, ask a Manager or Owner to be with you. They enter their **Manager Approval PIN** to approve the action.
- The sale is **Completed**. Voided, refunded and held sales cannot be reversed again.

## Steps




### Open Transactions

In the Portal menu, go to **Sales → Transactions**. In the Supermarket POS, click **Return / Refund** instead to search for the sale without leaving the register.




### Find the sale

Type the receipt number in **Search No. Ref…**, or use the filters for status, payment method, customer, cashier and date. Completed sales show the **Completed** status.




### Open the Actions menu

At the end of the sale row, open the **Actions** menu. **View Details** shows the items and payment before you decide.




### Choose what to do

Pick **Refund Sales** when the customer returns the goods and gets money back. Pick **Delete Sales** to void a sale that should not have happened. Pick **Edit Sales** to void the sale and ring it up again correctly.




### Write the reason

Type the **Reason**, for example "Wrong item entered". A reason is required for a refund or a void.




### Enter the approval PIN

If you are Staff, the **Manager Approval PIN** box appears after you try to confirm. A Manager or Owner types their PIN.




### Confirm

Press and hold **Hold to Confirm** until it fills. For **Edit Sales** the button reads **Void & open POS**. It voids the sale and opens the POS so you can ring up the corrected sale.




### Check the result

The sale now shows **Refunded** or **Voided** in the list. The receipt stays in the history with the reason.




## What happens when you confirm

- **The whole sale is reversed.** A partial refund of some items is not possible. To refund a part, void the sale and ring up the items the customer keeps.
- **Stock goes back.** Every item returns to the stock of the outlet, including batches in a pharmacy.
- **Loyalty points are reversed.** Points earned on the sale are taken back, and points the customer redeemed are given back.
- **The register is affected.** If you have a register open at that outlet, the cash that goes back to the customer is counted in **Cash out (change)** and lowers **Expected in drawer**.
- **Accounting follows.** With the Accounting Suite, a reversal entry is created. The original entry is never rewritten.
- **Reports.** Refunds are listed separately in **Reports → Transaction Reports**, in **Refunds Ratio** and **Refund & Returned**.

<Callout type="warn" title="Locked periods">
    A sale inside a locked period cannot be refunded or voided. The Owner must change **Period Lock Date** in **Settings → System** first.
</Callout>

## Tips

- **Void or refund?** Both put the stock back and reverse points. Use **Delete Sales** for a sale that never should have happened, and **Refund Sales** for a return. The status and the reports then tell the two cases apart.
- **Online orders** are cancelled from the order screen, not from here. See [Online orders](https://docs.bakasir.com/en/docs/commerce/orders.md).
- **Not a shortcut.** Never ring up a negative sale to cancel another one. Always reverse the original sale.
- **Desktop and Android.** Both apps can refund and void too. See [Selling on Desktop](https://docs.bakasir.com/en/docs/desktop/selling.md) and [Selling on Android](https://docs.bakasir.com/en/docs/android/selling.md).

## Next steps

- [Open, close and review the register](https://docs.bakasir.com/en/docs/web-pos/register.md)
- [Sales reports](https://docs.bakasir.com/en/docs/portal/reports.md)
- [Take payments](https://docs.bakasir.com/en/docs/web-pos/payments.md)
