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Refund a sale

Learn how to easily correct payment errors or offer compensation by refunding sales directly to your clients.

Refund saleService: Haircut-$45.00Product: Shampoo-$22.00Issue refund

How refunds work

  1. Refunds can be issued for individual items or as a custom amount.
  2. You can refund to the original payment method or as cash.
  3. Once processed, a record of the refund appears in your Sales list.

Refund an item

  1. From the main menu on the left of your screen, go to Sales, then select Sales from the left menu panel.
  2. Above the Sales list, use the search bar and filters to find the sale.
  3. Click on the Sale reference number to view its details.
  4. In the right panel, click on Quick actions (three dots), then select Refund sale.
  5. On the Refund view, tick the checkboxes next to each item you want to refund, then select Continue.
  6. Under Refund method, choose to refund to the client's original payment method or Cash.
  7. Use the drop-down to select a Reason for refund.
  8. Click on the Issue refund button to process the refund.

Refund an amount

  1. From the main menu, go to Sales and find the sale you want to refund.
  2. Click on the Sale reference number to view its details.
  3. Click on Quick actions (three dots), then select Refund sale.
  4. On the Refund view, select the Refund amount tab.
  5. Under Refund method, choose the refund destination.
  6. Enter the Refund amount to issue to the client.
  7. Select a Reason for refund and click Issue refund.

FAQs

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