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How to refund a sale when using a TimelyPay touchscreen terminal with your computer

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Timely has two types of in-house terminals available to help you take payments seamlessly; and create an effortless client experience at checkout. TimelyPay terminals allow you to take instant payments securely, from all major credit and debit card providers. Get affordable transaction fees, and transparent pricing with no hidden costs. No more juggling between systems, saving you time to do what you love!
 

In this article, you will learn how to refund a sale when using a TimelyPay terminal with your computer. To learn how to do this from your iOS device, see our help guide How to issue a refund for TimelyPay touchscreen terminal payments on your iOS device.

 


How to issue a refund from a TimelyPay terminal payment?

If you need to refund a payment that was processed in-store with your TimelyPay Terminal, you can do this by viewing the invoice in Timely. The best part is, the refund will go straight back onto the client's card without the need to use the terminal or have the card present. Just make sure TimelyPay is selected as your refund payment type when processing the refund. 

 

Step-by-step instructions

1 Firstly locate the invoice you would like to refund from either the appointment on the calendar, from the customer's profile, or by selecting view invoices from the sales tab.

 

2 Once you’ve opened the invoice, select the issue refund button at the bottom of the screen, and decide if you would like to proceed with a full or partial refund, then confirm the amount or service that you would like to refund, and click save.

 

Timely tip: for more information on partial refunds, see our help guide How to issue a partial invoice refund.

 

3 Next, select TimelyPay as the refund payment type, confirm the amount, and select the refund payment button to process the refund. The refund will then be automatically applied to the card that was used in the original payment.

 

 

 

Timely notes:

  • If your client doesn’t want the refund to go back to the original card they used, an alternative payment type will need to be used for the refund.
     
  • TimelyPay supports issuing both full and partial refunds on the web and iOS apps. If you want to refund a partial amount, you can edit the amount of the payment to reflect how much you want to refund.
     
  • Once the refund has been processed, this will be visible in your TimelyPay Transaction History.
     
  • Your client will receive the funds from a refund in their account approximately 5–10 business days after the date on which the refund was initiated.
     
  • If you are refunding a product purchase, processing the refund will also update the stock levels.
     
  • It's not possible to refund invoice items for Gift vouchers or Packages. If you need to do this please submit a help form via our help centre and our friendly support team 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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