Refunds
Full and partial refunds, approval workflow, stock restocking, and credit note generation.
Refunds Overview
Understand how refunds work in Fixmo, three refund types, four statuses, analytics dashboard, search and filtering, role-based access, and the complete refund lifecycle.
4 min read
Creating a Full Refund
Step-by-step guide to creating a full refund in Fixmo, initiate from the sale detail page, auto-select all remaining items, choose a reason, and submit for approval or auto-approve.
3 min read
Creating a Partial Refund
Create partial refunds in Fixmo by selecting specific items and quantities (By Item) or entering a custom dollar amount (By Amount). Includes restock actions, tax handling, and step-by-step instructions.
4 min read
Refund Approval Workflow
Understand the refund approval process in Fixmo, from creation to approval or rejection, and final processing. Includes role permissions, the Admin shortcut, and the detail page timeline.
4 min read
Inventory Restocking on Refund
Learn how Fixmo handles inventory when a refund is processed, four restock actions, stock quantity updates, serial number status changes, and how non-tracked items are handled.
4 min read
Credit Notes from Refunds
Learn how Fixmo automatically generates credit notes when refunds are processed, document creation, unique codes, itemized content, sale status changes, commission reversal, and viewing in the Invoicing section.
3 min read
Refund Notifications
Learn about customer and internal notifications triggered by refund events in Fixmo, email notifications, internal alerts for refund creators, and rejection notifications.
3 min read
Exchanging an Item on a Sale
Swap an item on an already-paid sale for a different one in a single step. Fixmo returns the original item to stock, charges or refunds the price difference, and keeps your original sale and invoice intact.
4 min read
Exchange Approval & Security PIN
Understand how exchange approvals work in Fixmo. Cashier-initiated exchanges require Admin or Manager approval, granted from their own account, or instantly by entering a security PIN on the cashier's screen.
3 min read