Price Change and Markdown Record
Keep the shelf label and the till telling the same story, and leave a trail showing why a line was reduced and how much of it was left when it was.
RS-13 1 page
Retail shop floor · RS-15
Refund and Exchange Record
A free printable refund record sheet for a shop — date, receipt number, item, reason, refund or exchange, amount, method, where the stock went and who signed.
Download Free · no sign-up
One page. Choose your paper size — both versions are laid out identically, so neither one gets shrunk to fit.
Print it and write on it
Fill it in type and save
The fillable versions have real form fields — open them in any PDF reader, type into them and save. Printing help.
What this sheet is for
See refunds as a pattern rather than a series of one-offs, and match the till's refund total to a named reason and an authorising initial every time.
Who it is for
Owners, managers and till staff of an independent shop or a branch, where refunds are given at the counter rather than through a central returns desk.
How to use it
- Keep the sheet by the till and fill a row in as each refund or exchange is done.
- Write the receipt number, or 'none' if there was not one, and the reason briefly.
- Mark refund or exchange, the amount and how it was given back.
- Note whether the item went back to stock or was written off.
- Get the authorising initial before the row is closed.
What is on the sheet
One page, top to bottom:
Printed under the title: A running record of refunds and exchanges given at the till — the receipt, the item, the reason, the amount and who authorised it — so a pattern shows up before stocktake does.
Your policy decides, this records. What can be refunded, within what time and in what form is your refund policy and the rules where you are — check both. Nothing here says what the customer was entitled to; it records what was given.
Write-on lines: Shop / branch · Week beginning · Till / register · Sheet no.
Table, 14 rows: Date · Receipt no. · Item · Reason · R / X · Amount · Method · Stock · Auth. by
Questions
Does this sheet say what a customer is entitled to?
No. That is your refund policy and the consumer rules where you are, which differ from place to place — check both. The sheet records what was given and why, so the till total and the stock both add up.
Why record what happened to the item?
Because a refunded item that quietly went back on the shelf and one that was binned affect the stock count differently, and stocktake is when the difference surfaces if it was not written down.
Related sheets
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Cash up consistently and record the difference every day, which is how a problem gets noticed in a week rather than in an audit.
IM-08 1 page
Cash Float and Till Count Sheet
Count a drawer properly and record the variance, so a pattern of small differences becomes visible instead of being quietly absorbed.
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Stock Take Sheet
Count stock area by area and see the variance beside the count, so a stock take produces a number you can act on rather than a vague reassurance.
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