Issue a refund for terminal payments on your iPad

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.

Step-by-step instructions

1 Locate the invoice you would like to refund from either the appointment on the calendar, or from the customer's profile.

2 Choose Issue refund. 

3 Confirm the amount to refunded and then click Refund.

4 Once you’re happy with the amount to refund the client, select the the terminal payment under transactions. The refund will go straight back onto the client's card without the need to use the terminal or have the card present.

5 Once the refund has successfully processed, either click Email receipt to send the client a receipt copy of the refund or Done to continue.  

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.