A refund puts money back into a customer's account, it allows the record of the purchase to remain and shows another for the money being returned. Voiding a transaction removes the original purchase entirely.
Reminder: Refunds are only possible for Card payments.
Within this guide there are 3 sections:
Itemized Refunds via Transactions
Custom Refunds via Transactions
Refunding a Pass, Pack or Subscription
Itemized Refunds via Transactions
Navigation: Transactions > Find Customer/Transaction > Cog Icon ⚙️ > View Details
From here you can view the Customer, View the Receipt, Email the Receipt or Refund the transaction. - These options are covered in the next section of the Guide.
Under the Customer porifle and Order history, there will be a list of any previous refunds.
Issuing a refund
Select the individual product in the list of Order Items
For a transactions where multiple items have been purchased, select the item(s) you need to refund
Click “ Refund Selected Items”
The issue refund sidebar will open, displaying the total value of the items selected and list the items in the internal notes.
Enter any optional member facing notes
Click Submit to issue the refund
Custom Refunds via Transactions
Navigation: Transactions > Find Customer/Transaction > Cog Icon ⚙️ > View Details
Here you can view the Customer, View the Receipt, Email the Receipt or Refund the transaction.
Viewing the Customer will open a new tab with the customer profile
Clicking ****the Receipt button will open a new tab with the full itemized receipt, including taxes and business information. From there you can Print Receipt or Email the Receipt to the customer.
Email the recipient is a fast button.
Issuing a refund
Clicking the Refund button opens the side bar to perform a custom refund. Enter the custom refund amount, reason and any other notes. Remember notes are member facing and internal.
Refunding a Pass, Pack or Subscription
When in a customers profile you can refund any pass, pack or subscription.
Navigation: Customer > Select customer > Passes & Subscriptions
View the Passes & Subscription area of the customers profile
Select “Payments”
Under Payment History, click on the Refund button to refund
The Sidebar will open, allowing you to enter the Refund details and issue the Refund.
You will receive confirmation on-screen to confirm the Refund has been processed.
