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Everything after the sale happens on the Sales page: reversing a whole transaction, voiding the two packs a customer brought back, discounting what they kept, and collecting what is still owed.

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Find the sale

The Sales Dashboard — “Track and analyze your pharmacy sales performance” — opens on Overview. Go to Recent Sales for the Sales History table, listing Sale #, Date & Time, Customer, Items, Payment, Amount and Status.
  • Narrow the period with the select: Today, Last 7 Days, This Month or All Time.
  • Filter by state: All Status, Completed, Pending, Cancelled, Refunded.
  • Search or scan into “Search or scan receipt…” — scanning the barcode on the customer’s receipt opens their sale directly.
  • A sale taken during an outage carries an Offline badge.

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Amend part of a sale

Use this when the customer brings some of it back, or keeps everything and you agree a reduction.
1

Open Edit sale

On the row’s ⋯ menu, select Edit sale — “{sale number} · void returned units or discount what the customer keeps”. It is offered on completed sales only.
2

Void the units that came back

Each line offers Void units (max {n}), where the maximum is what has not already been given back. A line that is done reads (none left), and the sheet shows Already given back: {amount} for anything previously refunded.
3

Or discount what they keep

Discount (max {amount}) takes money off without returning goods, with presets for 10%, 25%, 50% and All. The sheet shows the equivalent percentage as you type.
4

Decide whether the goods go back on the shelf

Tick Restock the voided units only when the stock is genuinely resaleable — “Only after inspecting the goods — they go back into the exact lots they left.”Leave it unticked and the sheet is explicit: “Voided units will NOT return to stock. Tick restock above if the goods came back.”
5

Say why

Reason is free text — “e.g. damaged outer packaging, customer returned 2 packs…”. Write what you would want to read in three months when the figures are queried.
6

Apply

Check the summary — Voiding {n} unit(s), Discount, Back to customer — then select Apply changes.

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Reverse the whole sale

1

Open Return / void all

On the row’s ⋯ menu, select Return / void all. The dialog is headed Return sale {sale number}: “This reverses the full sale. The refund is netted out of your sales reports; returns are only allowed inside your configured return window.”
2

Give a reason

“e.g. wrong item, damaged packaging, customer changed mind…”.
3

Inspect, then decide on restocking

Restock inventory — “Only tick this after inspecting the goods — returned stock goes back into its exact lots.” You must also confirm I have inspected the returned goods and confirm this refund; without it the dialog says “Confirm inspection before restocking.”
4

Confirm

Select Confirm return. The toast reads Sale {number} returned · stock restored when you restocked.
Restocking puts the goods back into the exact lots they came out of, and they will be dispensed to the next customer. Only tick it after you have physically inspected what came back — cold-chain items, opened packs and anything that left the premises unaccounted for should never go back on the shelf.

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Money still owed: the Debtors sheet

Part payments create a balance, and Debtors at the top of the Sales page is where you clear them — “Sales with an outstanding balance. Record a payment when the customer settles up.”
  • Total outstanding heads the sheet when anything is owed. When nothing is, it reads “No outstanding balances — everyone’s paid up.”
  • Each row shows Paid {amount} of {total}, the phone number, and the Balance. A registered customer with wallet funds also shows {amount} on account.
  • Record payment takes the money now — enter the Amount and choose the Method: Cash, Card, Bank transfer or Mobile money.
  • Settle from account debits the customer’s wallet and pays the sale in one step, when they have the funds and you are online. See Customer wallets.
Paying more than is owed is refused rather than absorbed — put the extra on the customer’s account instead, so it stays theirs.

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Check it worked

  • The sale’s Status in Sales History becomes Refunded after a full return; an amended sale keeps its number and shows the reduced amount.
  • If you restocked, the item’s quantity in Inventory goes back up, into the same lots and expiry dates it left.
  • A settled debt disappears from Debtors, with a toast of Paid in full or Payment recorded — {amount} still due.

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If something goes wrong

You do not have Refund or void a sale. It is deliberately separate from selling, so the person who took the money is not the person who reverses it. See Staff permissions.
Returns are time-limited, and the message names your window — for example, “outside your 48-hour return window”. The limit is a setting, not a fixed rule; an owner or manager can review it.
It appears on Completed sales only. A sale that is already refunded or cancelled cannot be amended again.
The inspection tick is required whenever you restock. It exists so that putting goods back is a decision somebody made, not a default.
The restock box was not ticked — the sheet warns about exactly this. Correct the quantity with a stock adjustment in Inventory, and note the reason.
The same settlement reached us twice, usually a double-tap or a retry. The balance is correct; nothing has been taken twice.
There is none on this page. Exports live on the Executive dashboard’s report tabs and in Analytics.
The Sales page as a whole — the overview, product performance and the day’s figures — is covered in Sales.