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Release Notes
How to refund on Heartland
- Go to the Heartland Screen.
- Select an item add a sales rep and a customer.
- Add the (-) sign in the quantity to do a refund.
- Click on Tender to finish the sale.
- Click on Refund.
- In order to check the refund in the business portal go to the Transaction List in the Dashboard of the Kangaroo’s Business portal and select type Returns to see the refunds.
- You will be able to see the refund of your choosing and its details by clicking on the eye button.
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Once a transaction status is changed to “Refund”, the points earned from that purchase will be deducted from the customer’s balance.
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If the transaction included a redemption (using points to claim a reward), those points will be returned to the customer’s balance once the refund is processed.
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A redemption cannot be refunded on its own. To refund a redemption, the entire sale must also be refunded.
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Partial refunds are not supported.