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Refunds

Refunds are a normal part of every business, but how should you handle refunds between Binder POS and Shopify? It is important to understand that any transaction completed in the Binder Point or Sale must be refunded through Binder. Any transactions submitted through Shopify or your online webstore must be refunded through Shopify in the Orders section. 

 

Instructions

Refunds through Binder POS:

1. Enter the Point of Sale and open History & Refunds.

 

2. Once the Submitted Carts tab has opened you can find the transaction you wish to refund and press the circular back button.

 

3. This will pull the transaction back into the cart area and the Pay Button will now read Return.

 

4. Click Return and then select how you wish to return the funds to the customer. If it is being returned through cash you can remove the appropriate amount from the till. However, if it is credit and you have integrated payments you will need to insert their credit card into the credit card reader and then click finalize sale.

 

If your order was done through Shopify or the website you will have to refund the order through Shopify in the order section.

Instructions

Steps:

  1. From your Shopify admin page, go to the Orders section.

  2. Find the order that you want to refund and click it.

  3. Click Return items.

  4. Enter the quantity of items in the order that are being returned.

  5. In the Return shipping options section, select one of the following options:

    • Select Create return label to create a return shipping label for your customer. This option is available only if your primary location and customer shipping address are both in the US.

    • Select Enter tracking information and enter the Tracking number and Shipping carrier if you have this information.

    • Select No return shipping to create a return without any return shipping information.

  6. Click Create return.

 

If you are still struggling with Shopify and need more information on returns and how to manage your orders through Shopify follow this link: https://help.shopify.com/en/manual/orders/refund-cancel-order

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