If a client has paid with a credit card on your salon's terminal, it's easy to process the refund. You don't even need their card to do it.
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 Credit card and click Refund payment.
6 Confirm 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.
9 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.
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Good to know
The refund will happen automatically without needing the client's credit card.
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.
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 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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Terminal setup guide: Touchscreen terminal x computer
2. Choose which terminal to set up
3. Choose a device to connect with your touchscreen terminal
- Make a sale with your computer
- Refund a sale (You are here)
- Add surcharges to clients' card payments