---
title: "About Returns and Exchanges"
slug: "about-returns-and-exchanges"
updated: 2026-08-10T20:04:09Z
published: 2026-08-10T20:04:09Z
canonical: "help.idibilling.com/about-returns-and-exchanges"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# About Returns and Exchanges

There are many ways to initiate a [Sales Return](/docs/H_34382) or [Exchange](/docs/H_34385).

The different methods allow for process flexibility to handle varying customer needs and available information.

The following describes the different Sales Return Methods and when best to use them:

| **Sales Return Method** | **Description** | **Best method to use if:** |
| --- | --- | --- |
| Using [Customer Information and History](/docs/H_34386) | The Identification of the Customer lets you review the customer [transaction history](/docs/H_34391). You can review the history to identify the specific product/purchase. | - The product was previously purchased through and recorded in the system - The Customer does not have an Invoice Number - The Customer is in the Database. |
| Using the [Sale Invoice Number](/docs/H_34390) | The entry of the Invoice Number when searching the [Customer Transaction List](/docs/H_34388) will display the products purchased on that invoice. | - The Customer is in possession of the Sales Invoice. - The Customer is not in the database. |
| Using [Blind Return](/docs/H_34318) | Blind Return is used when no data is available but the product is eligible for refund or exchange. | - The product was **not** previously purchased through and recorded in the system |

#### **From Customer Management**

1. Select **Customer Management > Customer Search**.
2. Enter a customer ID.
3. Click **Search**.
4. Select the **Retail History** tab.

#### **From Front Office**

1. Select **POS Front Office >Transaction Search > Search**.

This displays the Front Office Transaction Search Results window. [(Show Picture)](https://support.idibilling.com/webhelp/idiDesktopClient/#expandblock-54765-d1e416667)

**Note**: There is an **override** to any user limit-to's that allows users to perform a POS front office transaction that involves collecting a payment from a customer. This includes make sale transactions, sales requests, tender payment and equipment swaps, as well as sales return transactions. So, even though you may not have permission to access other account information, you can perform these transactions in CostGuard.

1. Right-click on the item to return and select **Return.**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/about-returns-and-exchanges-image-lyy74qh3.gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A08%3A07Z&se=2026-11-14T12%3A08%3A07Z&sr=c&sp=r&sig=2JwiPlLEihuqVO62xp097DuzPOrhcUsSYLfgcDlGXtw%3D)

1. Click **Yes.**

An Exchange can be done via one of the following sales returns:

**As a Regular Return**

- Select **Make Sale** from the Front Office Menu.

**As a Blind Return**

- Select [Blind Return](/docs/H_34317) from the Front Office Menu.

When you complete the return, enter the new sale.

- Select **Make Sale** from the Front Office Menu.