---
title: "Setting Up Rules for Returns"
slug: "setting-up-rules-for-returns"
updated: 2026-08-10T20:13:10Z
published: 2026-08-10T20:13:10Z
canonical: "help.idibilling.com/setting-up-rules-for-returns"
---

> ## 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.

# Setting Up Rules for Returns

Return transactions are governed by Refund/Cash Back and Tendering rules which can be defined on a global, regional, or store basis. These rules are configurable via the POS Back Office Location Configuration window. To configure the return rules:

1. Open the POS Back Office Location Configuration window.

**(More)**

  1. From the main menu select **Applications > POS Back Office > Locations**.
  2. Right-click on global, or the region, or the store and select **Register Policy**.
2. Configure the following rules on the **Refunds/Cash Back** tab:

**Refund Cash Amount Limit**

This lets you set a limit on the amount of cash that can be returned to a customer during a return transaction.

  - To set no limit, select **Unlimited**.

OR
  - To set a limit, select **Max. Amount** and then enter the maximum amount in the corresponding text box.

**Refund Days Limit**

This lets you set a limit on the number of days after a sale that an item may be returned for a full refund.

  - To set no limit, select **Unlimited**.

OR
  - To set a limit, select **Max. Days** and then enter the maximum number of days in the corresponding text box. The limit may be overridden by permission (Application>CostGuard Client>POS>Front Office>Sales and Returns (or Return Requests)>Override Max Days Return)

**Allowed Refund Options**

This lets you set the rules for refunds when the Refund Days Limit is exceeded.

  - To specify no refund will be given select **No Refund**. This places exception items back in store inventory without issuing a refund for those items.

OR
  - To allow a store credit refund select **Store Credit**.
3. Configure the following rules on the **Tender** tab:

**Tender Types Accepted**

Tender types allowed for returns are marked Y in the Allow Returns column.

Tender types that are not allowed are marked **N**.

To change the current setting for a tender type right-click on the tender type and select **Allow Return**.

**Credit Cards Accepted**

Check credit cards to be allowed. This applies to all transactions (sales and returns).