Refunds

The refund process in the system is designed to ensure accurate, traceable returns by tying every refund to its original transaction. Refunds can be issued in full or in part, directly from the transaction where the original payment was made. All payment methods used in a sale are displayed in the Payment tab, where staff can easily select and process refunds. Refunds are final and cannot be undone once confirmed.

Processing a Refund

1. Locate the Original Transaction: Go to the customer’s profile or navigate via the appointment book to the date the transaction was processed to find the transaction you need to refund.
   
2. Open the Transaction: Click on the transaction to open the side panel.
   
3. Go to the Payment Tab: In the side panel, select the Payment Tab to view all payment methods used in that transaction.
   
4. Initiate the Refund: Click the Red Refund Button next to the payment you wish to refund.
   
5. Enter Refund Amount: A pop-up will appear. Enter the refund amount — leave it as the full amount for a full refund, or adjust it for a partial refund.
   
6. Confirm the Refund: Click Continue. A confirmation pop-up will appear asking “Are you sure?” — click Yes to finalize.
   Note: This action cannot be undone.
   
7. Verify the Refund: Once processed, you’ll see a Refunded label and the refunded amount next to the payment in the transaction panel.