How To Partial Refund Cash & Card Transactions on Lifelong POS #
Important Notes #
Credit Card MUST be present.
Refunds on credit cards may take 5–7 business days depending on the customer’s bank.
Step 1: Open the Sales Tab #
On the POS register, click the Sales tab (four-box icon) at the bottom of the screen.
Step 2: Use the Filter Menu #
Click the Filter dropdown to search for the receipt.
Step 3: Filter Options #
- Terminal ID Ref #
- Auth Code
- Card Name
- Order ID – Most common
- Order Total
- Customer Name
Step 4: Load the Receipt #
Click Load Cart once you find the correct receipt.
Step 5: Confirm the Load #
Click “Yes, Do it” to reopen the transaction.
Step 6: Click Refund #
In the top-right corner, click Refund.
Step 7: Acknowledge the Prompt #
Click “Yes, I Understand” to proceed.
Step 8: Remove Unrelated Items #
Swipe left on any items not part of the refund and delete them.
Step 9: Confirm Remaining Items #
Only the remaining items in the cart will be refunded.
Step 10: Click Pay #
Click Pay in the top-right to continue the refund.
Step 11: Select Refund Method #
- Cash: Click Order Amount
- Card: Click Start Refund
Step 12: Confirm Refund #
Once the refund amount under Credit Cards shows $0.00, click Confirm.
Step 13: Finalize #
Print or email the receipt, then click Next Order to return to the register.
Partial Refund / Change Cart Price #
Click here for detailed instructions
