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.
The 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.
See a return become a useful daily report.
Follow a refunded item from the till to your manager’s inbox, with the details needed to decide what deserves a closer look.
One daily view across your shops
Which returns need a closer look?
Give store managers the day’s refunded items, with enough context to decide what happens next.
Spot the returns that deserve a closer look across your shops.
01 / Start with the POS
Follow the returned item.
A completed sale can contain returned and new purchase items. The report follows the refunded line.
The report can show the item, reason, staff member, location, time and value.
02 / Choose what managers see
Choose which returns appear in each daily report.
Start with today’s refunded items, then include every location or a selected location area.
Flow prepares the matching rows. Your team decides which returns need follow-up.
03 / Watch the report take shape
The return. The reason. The store.
The refunded line moves from your POS through Flow and into one manager-ready report.
Only matching returns are grouped into the daily email.
04 / Give the report a clear next step
Make the message useful.
Set the recipients, subject and wording once. Check a sample before the schedule goes live.
Refunds to review · Central & Old Town
Here are today’s refunded items. Please check the reason and follow up where needed.
Your wording travels with every scheduled report.
Your next report starts here
Keep refunds visible.
Know what needs follow-up.
Choose the POS template, check a sample and let Flow send the daily report when matching items are found.
Give every store a clearer view of the returns that need attention.
The returns. Animation paused.
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
Email the day’s refunded items to your managers.
Explore templateLightspeed Retail X-Series
Email the day’s refunded items to your managers.
Explore templateSet 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
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.