Hello-Groom - Refunds/voids
To create a return, click on Financials, View Invoices.
Search or find the invoice, click on the arrow and choose Refund/Return.
This will show all items on the invoice with Qty (quantity) of 0. Put in the number of items to be returned.
Please note: You cannot go over the number of items purchased.
The Each column will populate with the full price of the item but you are able to edit this field if you need to give back a partial amount.
Please note: You cannot give back more than original purchase price.
You are able to take off Tax 1 and Tax 2 if needed.
Click Issue Refund or Apply as Future Credit.
Issue Refund
If you click Issue Refund, you will see this screen.
Refunds automatically go back to the original payment method.
- Refunds on cash payments are refunded as cash.
- Refunds on check payments are refunded as checks.
- Refunds on credit card payments are refunded to that card.
You are also able to refund a partial or full tip amount.
Choose the employee who is processing the refund.
Hit Submit.
You will have a return invoice.
And a return receipt.
Apply as Future Credit
This option will put the refund amount on the client card as a credit that can be used to pay any open invoice. You will click the button and you can also change the amount of the credit to be applied. In this example, I can opt to use $50 of the $68.81 credit.
Voids
If a credit card payment was taken today, you're not able to refund it. You will void the transaction. This will stop the credit card payment from being processed when the batch is submitted at the end of the day. It will also delete the receipt so now the invoice total is due, and you can take payment again.
To process a void, click on Financial, View Receipts.
Click on the arrow and Undo/Void for the transaction.
It will show the transaction being voided.
Please note: If the client left a tip on this transaction, that will also be voided.
Click Submit.
This will delete the receipt and take you back to the invoice screen where the total will be due again and you can take payment if needed.
Or you can Save the invoice and pay later.
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