Return an Item from a Customer (With Receipt)
Learn how to process a return from a customer using a receipt, including locating the original transaction and issuing the correct refund.
This article will walk you through the process of returning an item from a customer who has their name listed in their receipt.
If the return is for a cash customer, please follow the process here .
If the customer does not have their receipt, please follow the process outlined here .
Instructions
- Start by scanning the receipt into the Smart Search from the Bravo Dashboard:

- You will see the Sales Receipt Detail View of the Transactions window.
- Click on the Item and then select Return on the right.
- The Return Detail window appears.
- Select the Reason and type additional information in the Note box that will print on the receipt.

- Click OK.
- The Transactions window now displays information about the return, the customer and the Note that was entered.
- Click Next.
- Refunds require a manager approval so an exception window will appear.
- Get the approval and go to the Tender Screen.
- The Refund Payment Methods Detail window appears.
- Select how the customer is being refunded.
- Click Ok, and then Save.
- Bravo will print a receipt and a label for the returned item.
Note: If you are refunding a customer with store credit, select Convert to Gift Card and follow the process to issue a Gift Card in Bravo.
If you are refunding a customer to a Debit or Credit Card, read the article, Returns, refunds and voids with Fortis.
Last Updated: 2/13/2025