In the event you need to take a return of an item sold online, follow the steps below to ensure that the refund and inventory are handled properly.

If a customer purchased an item online and mailed the return to you, there are two high level steps you need to follow:

Heartland Retail is not able to reference the original credit card information from the BigCommerce order, so you will need to log in to BigCommerce and process the refund there. This article from BigCommerce will explain how you can process the refund.

Once you have refunded the customer in BigCommerce, you will want to process a return in Heartland Retail's POS. In order to handle BigCommerce returns that you have refunded elsewhere, you should create a designated Custom Payment Type in Heartland Retail called "BigCommerce Return." This "BigCommerce Return" payment type will not actually charge the customer, but will allow you to complete the ticket which will return the inventory to the store. For more on how to do that, read this article in our Help Center. For information on how to process an e-commerce return, see the section below called How to Process a Return.

In-store:
When a customer brings an item purchased online through BigCommerce back to your store, all you need to do is process a normal return transaction at the POS. You can search for the previous invoice in the "Find Ticket" menu and issue a return against that ticket, which will automatically source the return to the original sales source location. For an in-store return, you have two choices of how to handle the payment. If your employee has access to your BigCommerce account, he or she can refund the customer's payment there and use the BigCommerce Return payment type to settle the transaction in Heartland Retail. You can also issue a new credit card refund payment with the customer in-store via the Heartland Retail POS.

Mail-in:
If a customer returns an item by mail, first process their refund through BigCommerce, as described above platform. Then return the item in the Heartland Retail POS using the Custom Payment Type you created above. Also, as mentioned above, you can find the invoice from the original sales order in the "Find Ticket" menu from the POS, and issue a return against it.