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If you need to refund your client's payment and they've already paid in full, here are the 8 easy steps to get it sorted.
In this article we cover:
Step-by-step instructions
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1 Click on the appointment you want to refund. It must have been fully paid.
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2 In the pop-up window that appears, click View Invoice.
3 You'll now see the client's invoice. Navigate to the bottom right-hand corner and click on Issue Refund.
4 Click Save.
5 Choose the method of refund, such as cash, card, or any other payment types available.
6 Select the refund date and the person processing it.
7 Click on Refund Payment.
8 Refund complete. You'll see a green banner to show the refund has been paid in full.
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Good to know
If you are refunding a product purchase, processing the refund will also update the stock levels.
Unless the refund is processed through TimelyPay, it's not automatically refunded to the client. It's necessary to either go into your bank or physically provide the cash back to the client.
It's not possible to refund invoice items for Gift vouchers or Packages. If you need to do this please fill in this form and we can help.
If you have the Xero integration enabled then you will also need to apply a credit note to the associated invoice in Xero. You can open the invoice in Xero, using the link in the top right corner of the invoice. Check out Xero's Add a credit note to a sales invoice guide for more information.
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