ExampleRefunded items
IncludeYour chosen refund details
Give your managers a daily refund report.
Delivered automatically.
Email your managers the day’s refunded items from Epos Now or Lightspeed Retail X-Series at the end of the working day. Give them the information they need to review refunds, with no email when there are no matching items.
or
Email alertThe right refunds. The right context. The right person.
Give store managers a clear list of refunded items to review, without asking them to search through sales reports.
Flow lists the matching refunds together in one notification for each scheduled check. Your team decides whether a refund needs follow-up.
Choose which refunds to include
Start with all of today’s refunded items. Include all locations, or narrow the report to a location or location area. Staff, reason and product filters are optional where available.
Review matching refunds in one place
List refunded items with their reference, reason, staff member, location, date, time, quantity and available item values. Include returned items even when the same transaction contains new purchases.
Customise the email once to guide your managers
Set the email subject and message once. Explain what the report shows, why the recipient is receiving it and what they should do next. Every report then arrives with that explanation, so managers can understand and act on it without knowing how Flow works.
Sent automatically when refunds are found
Let Flow run the check on your chosen schedule and send email when there are refunded items to report.
Your daily refund report, ready to configure.
Start with a daily report of today’s refunded items across all locations. Choose which refunds to include, what the email says and who receives it. We can help you set up and test it.
Epos Now daily refund report
Scheduled report · Email when refunds are found
Your alert includes
- Which refunds to include
- Information to help review each refund
- Your email wording and recipients
Already use Flow? Use the Epos Now template →
The Epos Now template is ready to use. Customise the report and email for your team. The Lightspeed template is coming soon.
Set it up once. Let Flow handle the repeat work.
1. Choose refunded items
Choose today’s refunded items. Include all locations, or choose a location or location area for the report.
2. Prepare the email
Choose the recipients and customise the subject and message. Include a list of matching refunds and a clear next action, then check a sample email with the person who will receive it.
3. Check, then enable
Test matching and non-matching results. Check the dates covered and whether the same items appear more than once before enabling the schedule.
The report covers today’s refunded items and is emailed at your chosen end-of-day time, only when matching items are found. Choose the details and recipients your team needs.
Questions about refund notifications
Choose which sales, products or other information to include, and which columns appear in your report. The choices depend on your POS and the information you are working with. The guides below show what is available for Epos Now and Lightspeed.
Yes. Slynk Flow can email a list of refunded items from Epos Now or Lightspeed Retail X-Series. Choose which locations to include and who should receive the report. The information available depends on your POS.
The starting report includes all refunded items from today. You can narrow it by location or location area, and use staff, reason or product filters where available.
Yes. You can filter the refund report to a specific location or location area, or include all locations in an overall report. Choose which locations to include and who should receive the report.
You can customise the subject, message and included details. Show the reference, refunded item, quantity, reason, staff member, location, date, time and available item values.
No. The daily email lists today’s matching refunded items together. If no items match, no email is sent. Check the reporting period and recipients during setup.
No. This example sends today’s refunded items at the end of your working day. Choose a daily send time that suits your business. You can choose a different schedule and reporting period to suit your operation and Flow plan.
No. An owner, operations colleague or consultant can configure the checks and emails. Store managers can review the information in their inbox. If you need help choosing the data or testing the notification, contact Slynk. The Epos Now daily refund template is ready to use. The Lightspeed template is coming soon; setup help is available.
Ready to get started?
Tell us which refunds you want to hear about and who needs the notification.
Need a hand with setup?
Tell us what you want to achieve. We can help you choose the data and check your first run.