Refund a sale or issue a credit note

In the InnoBook POS app, the Receipts screen lets you refund a sale — in full, for a partial amount, or by item (a credit note) — and cancel or resend a receipt. Because the business is subject to MEV-WEB (Revenu Québec), these operations are transmitted and a refund creates a credit note; cancellation is preferred over deletion.

Refund receipt window in the InnoBook POS app — Refund receipt: amount, reason and credit note by item.

What you’ll need

An open POS session and access to the Receipts tab
The sale receipt in question (active, not canceled)
The reason for the refund or cancellation (required)

Steps

Open the receipt in the Receipts tab
Open the Receipts tab. Find the sale with the Search receipts... bar, the date filters, payment methods or status (All / Active / Canceled). Tap the receipt to show its details (items, subtotal, tax, total).
Choose Refund
In the details, tap Refund. The Refund receipt dialog opens with the Refund amount pre-filled to the total. (The Refund and Cancel buttons only appear for a sale receipt that is still active.)
Full or partial refund
For a full refund, keep the suggested amount. For a partial one, replace it. Enter the Reason (required). You can fill in Credited to (optional) and the Refund date (optional). Tap Refund to confirm — the message Receipt refunded successfully appears.
Credit note by item
To credit only certain items, tick them under Credit note by item (optional). As soon as an item is ticked, the amount field is ignored (Ignored — crediting the selected items): the system credits exactly the chosen items and their taxes. Enter the Reason, then Refund.
Cancel a receipt instead of refunding
To fully cancel a sale you just made (an input error), tap Cancel: This action cannot be undone (MEV-WEB compliance). Please provide a reason. Enter the Reason and tap Confirm cancel. The receipt moves to canceled status.

Tips & edge cases

Refund = a credit note (the sale receipt stays); cancel = the sale is voided. Both are transmitted to Revenu Québec.
The Reason is required: the confirm button does nothing while it’s empty.
Avoid Delete: the warning reminds you to Prefer cancelation for MEV-WEB compliance.
A receipt’s details can also be reprinted (Print, Duplicata, Reproduction) or resent to the customer (Send) by email or SMS.
A receipt with a MEV-WEB error shows Correct MEV to resend it to Revenu Québec.

Frequently asked questions

What’s the difference between refunding and canceling?

Refunding issues a credit note (full, partial or by item) while keeping the original sale receipt. Canceling voids the whole sale. Both comply with MEV-WEB; for an error right after the sale, cancellation is often the better fit.

The Refund button doesn’t appear.

Refund (and Cancel) only show for a sale receipt that is still active. A receipt that is already canceled, or of another type, doesn’t offer these actions.

How do I refund just one item?

In the refund dialog, tick the item (or items) under “Credit note by item (optional)”. The amount you typed is then ignored and only the ticked items are credited.