Cancelling a Sale and Creating Refunds
If a customer no longer wants an item, you can cancel the sale in Pistachio to update the order and remove the sale from your sales reports. You can also record any refunds you gave to the customer.
Find the Sales Order on the main screen and click the 3 dots on the right and select Cancel Items.
Once the cancellation panel opens, if needed, click Create Refund and select the refund type. If you refund to store credit, Pistachio will keep track of your customer's store credit balance. Any other refund type simply creates a record that you provided a refund to the customer. If you need to refund a Cardpointe transaction, follow the steps in this article.
Select the product(s) that are being canceled and refunded, where applicable.
Re-open the sales order and notice a Cancellations tab has appeared. The cancelled item will appear on the tab.
The fulfillment tab will now have an updated listing of products to fulfill. This order had 2 Zenith couches originally.
The payments and refunds tab will now show the refund and refund type along with an associated invoice.
The invoice tab will display the credit and debit invoices.
The sales order totals will update along with any remaining due payments.
If the item also needs to be returned go back to the cancellations tab, click on the 3 dots to the right of the product and select new return. This step will put the item back into inventory.
Note: A cancellation can also be started by opening the sales order and clicking cancel items from the top of the page.
Find the Sales Order on the main screen and click the 3 dots on the right and select Cancel Items.
Once the cancellation panel opens, if needed, click Create Refund and select the refund type. If you refund to store credit, Pistachio will keep track of your customer's store credit balance. Any other refund type simply creates a record that you provided a refund to the customer. If you need to refund a Cardpointe transaction, follow the steps in this article.
Select the product(s) that are being canceled and refunded, where applicable.
Re-open the sales order and notice a Cancellations tab has appeared. The cancelled item will appear on the tab.
The fulfillment tab will now have an updated listing of products to fulfill. This order had 2 Zenith couches originally.
The payments and refunds tab will now show the refund and refund type along with an associated invoice.
The invoice tab will display the credit and debit invoices.
The sales order totals will update along with any remaining due payments.
If the item also needs to be returned go back to the cancellations tab, click on the 3 dots to the right of the product and select new return. This step will put the item back into inventory.
Note: A cancellation can also be started by opening the sales order and clicking cancel items from the top of the page.
Updated on: 04/04/2025
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