If an appointment was finalized with an incorrect charge, a full or partial refund can be easily issued.
IMPORTANT: Refunds take 5 to 10 business days to appear on a credit card statement. Please reiterate this to customers anticipating a refund.
Issuing a Full or Partial Refund
STEP 1: LOCATE THE CLIENT'S ORDER
- In the checkout window [Image 1] OR
- Through the Sales tab (Sales > Orders) [Image 2] OR
- From the client's history (Client Profile > History > View Appointment) [Image 3]
STEP 2: BEGIN THE REFUND
- Verify the past payment
- Under the specific payment method to credit, click Start Refund
STEP 3: CREATE THE REFUND
- Partial Refund - Select Issue Partial Refund and enter in the dollar amount OR
- Full Refund - Leave the box unchecked
- Add a reason for the refund
- Click Send Refund
STEP 4: JUSTIFY THE REFUND
- Now in the Checkout window, the Outstanding Amount will be the amount that has already been refunded to the client, but the process is not complete.
- Now adjust the pricing on the ticket, remove products or services, etc. to accurately justify the refund. This is done so that reports accurately show which product or service was refunded. The goal is to zero-out the Outstanding Amount.
- When the Outstanding Amount total is correctly adjusted to $0.00, the refund has been fully justified and a green Complete and Close button will appear below. Click this button to close the order. The refund will now be complete and the order will be closed.
- Use one of the methods above (see Orders and Closeout) to locate the order
- On the right under Payments, review the refund details
- For added clarification, click Print Receipt at the top to view the itemized refund and
- To send proof of refund, save the receipt as a PDF file and email it to the client
IMPORTANT: The large number to the right of the payment method is the total settled amount that the client will have paid after any refunds. In the example above, this client will have paid a total of $100 on the card ending in 4242 once the $75 refund has been credited to their account.