Refunding a Payment (Full Amount)
Follow the below steps if you need to process a refund for a customer.
There are many ways you can find a payment that needs to be refunded:
Use the Search field in the top right-hand corner of the dashboard and search by payment Reference Number.
Use the Payments List Report and use the Search field on the report to search by reference number.
Use the Search field in the top right-hand corner of the dashboard and search by Surname. Select Payment History tab on the client profile.
When you find the payment, click on Reference Number.
If there are multiple products on the same receipt, you can choose to Select All or you can individually tick the products. Once you have selected the item/items to be refunded, click the Refund button at the end of the page.
You will be asked if you are sure you want to refund the transaction & also if you would like to include the admin charge in the refund, if applicable. If you don’t want to include the admin charge you can uncheck the box. You can also leave a note for your internal records that will show up on your reports.
You will see a Success message if the refund was successful. The customer will also receive an email notifying them of the refund.
