Revert a sale
Refund a paid sale and return its inventory in one step.
Open in dashboardSales โ Bills
Overview
Reverting a sale is Klu's refund flow. It changes the sale's status to REVERTED, returns the sold inventory to stock, reverses any loyalty points earned, and records the reason on the audit trail.
When to use it
- A customer returned a product and you're issuing a refund
- A sale was rung up in error and needs to be reversed
- You need to undo a sale that was paid but shouldn't have been
How to use it
Video tutorial coming soon
- Open Sales -> Bills.
- Find the sale you want to refund. Only sales in PAID status can be reverted.
- Open the row's action menu and click Revert.
- Enter a reason โ this is mandatory and shows up in the audit trail.
- Confirm. Klu updates the status to REVERTED, returns the sold items to inventory, and reverses loyalty points.
Tips & gotchas
- Role gate: MANAGER and above can revert. STAFF cannot.
- Reverting is not reversible โ there's no "un-revert" action. If you revert by mistake you'll have to re-ring the sale on the iPad.
- The original sale row stays in the Bills list with a red REVERTED badge โ it's never deleted, so the audit trail is intact.
- CANCELLED (void before payment) and PENDING (open tab) sales can't be reverted โ they aren't paid sales to begin with.
- Inventory movements created by the revert show up in Inventory -> Logs as a reversal entry.