Processing a return that contains a Marsello discount in Lightspeed Retail POS (X-Series)

⚠️ Important:

4. The original sale is then pushed into the Sell Screen with opposite values:

5. Use the Trash icon to remove products that the customer is not returning

6. Click Refund to complete the process. Choose the customer's payment method or process the refund as per your store's unique policies.
Depending on your store's tax settings, you may need to do this process manually:

Since Marsello adds the discount through the Marsello Discount product, the return must be processed manually on Lightspeed Retail (X-Series) in order to ensure the amount paid matches the amount to refund.

1. Add the customer to the sale through your Lightspeed Retail (X-Series) POS sales screen

2. Search and add the products your customer is returning to the sale.

3. Adjust the following product details to match the original purchase:

4. Click the Pay button to complete the transaction. You will be taken to the payment screen.

If the current register you are using is set up to print receipts, the receipt(s) will automatically be printed after refunding payment and hitting the Complete Sale button.

On iOS, Marsello is able to add the discount to a sale by applying the discount directly to the items in the sell screen. Returns are processed automatically and do not require any additional steps.

6. Tap Refund to finalize the return.

If you wish to have the customer's points returned, continue to follow the next steps.

If the refund included a loyalty reward as part of the order, you'll need to refund the customer's loyalty points for that reward discount.
📝 Note: Adjusting the customer's points balance is an optional step depending on your store's individual policies.

1. In your Marsello admin, go to Customers

2. Search for the customer by Name or Email Address

3. Select the customer by clicking on their Name
4. Under their customer profile, click Adjust points balance

5. Enter the number of points the reward redeemed on the purchase was worth:

📝 Note: This is the same amount of points that were used to redeem the loyalty reward.

OPTIONAL: Choose to send the customer a Points Earned Email
If you would like to notify the customer of their updated points balance:

💡 Pro tip: Include the sale number in the message so your customer has a record of what these points earned were from.

7. Click Apply points adjustment to confirm the points adjustment

The customer's points balance will automatically be updated. The manual points adjustment will display as a new line on the customer's activity feed.

If you chose to send a Points Earned Email, the customer will be notified of their new points balance.

8. Click Spend:

9. The Loyalty Widget will appear where you can spend the customer's points to give their reward back:

After clicking Redeem, the Reward will be added back to the customer's available Rewards so they can redeem it on another purchase.