The Refunds and Discounts Review allows you to track receipts that have been either canceled, reprinted, closed using the "Issued-Unpaid" function, or had a discount applied. You will also find receipts where individual items were deleted before payment was made.
To access the Refunds and Discounts Review, select the Accounts tab in the top menu bar. In the left-hand menu, select Refunds and Discounts Review.
| Important: Before you begin, don’t forget to select the specific Business in the top left corner. |
| For example: A business named XY owns a burger bar and a café. Business A is the burger bar, and Business B is the café. With the Storyous POS system, you can manage multiple businesses. |
This section allows you to get a complete overview of the aforementioned receipts. Here you can:
- View only Unchecked Items or see All.
- Confirm the receipt review by checking the box (1) in the left column.
- Check the Possible Loss Value (2) – the total value by which the receipt was reduced due to the change made.
- Get an overview of the Type of Change (3) and filter by options in the dropdown menu (4).
- View the Account Detail (5) and have an overview of all actions performed from its creation to its closure.
- Negative operations will always be highlighted in red.
| Note: The overview also displays the exact Date of Change and the Table that was closed with the receipt. In the case of a quick order, the table will not be shown in the column. |
In the Changes performed column, you can use a filter to select which types of cancellations or discounts you want to display. Below are explanations for each type:
-
Removed items
Shows bills where an item (product) was first added but then removed before payment.
(Typical situation: the customer changed their mind – the item was added but then deleted before the sale was closed.) -
Discount
Displays cases where the discount function was applied – either to a single item or to the entire bill. -
Refund
Shows bills where a payment was canceled, for example:- the bill was reopened,
- or it was completely canceled (payment returned).
-
Reprinting
If a copy of a bill was printed (e.g. a second printout), this type of change will appear when using this filter. -
Issued – unpaid
This refers to the situation where the issued unpaid function was used. It means that items were deducted from stock, but no bill was issued and no revenue was recorded.