How to Process a Sales Return Without an Invoice Number

By default, your point-of-sale (POS) system requires a valid invoice number to process a customer return. This strict requirement ensures that refunds are accurately linked to an original purchase. However, if your business has a flexible return policy or you need to process a return for a customer who lost their receipt, you can enable the Allow sales return without invoice no. feature to bypass this restriction.

Part 1: Enabling the Feature

First, you need to unlock the open return capability from your system settings.

1. Navigate to your main Settings menu and open the POS Global Settings window.
2. At the top of the settings window, click on the POS Local Settings tab.
3. Look through the general toggle options until you locate Allow sales return without invoice no.
   
   *[Image: POS Local Settings window highlighting the "Allow sales return without invoice no." toggle switch]*
4. Click the toggle switch to enable it (turn it ON).
5. Click the Save Settings button in the bottom right corner of the window to apply your changes.

Part 2: How the Sales Return Interface Changes

Once this setting is enabled, the workflow for processing a return changes completely, removing the mandatory invoice check.

1. Close the settings window and open your Sales Return module.
2. Before enabling this setting: The system would display a restrictive pop-up window asking you to "Enter invoice number". You could not see a product list or process anything without that specific code.
   
   *[Image: The default Sales Return pop-up window demanding an invoice number]*
3. After enabling this setting: The restrictive pop-up is removed. Instead, you are taken directly to a full product selection screen, similar to your standard checkout interface.
   
   *[Image: The updated Sales Return interface showing a full product grid and categories]*
4. You can now freely navigate your product categories, click on items to add them to the "Invoice Returning" cart, and manually process the refund without linking it to a past transaction.