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.
Related Articles
Hello-Groom Waitlist
Hello-Groom offers a waitlist schedule. There may be times where you're fully booked but might want to add a client to the waitlist in case anything opens up. During the appointment creation, you can opt to "add to waitlist" which will add this ...Hello-Groom Logging in to Hello Groom
To login to Hello-Groom, you must have an account created already. If you do, you'll have your own custom URL such as https://happypets.myhellogroom.com . Please navigate to that site on your computer or mobile device and you'll be brough to your ...Hello-Groom Accessing Reports
Hello-Groom has many vital reports you can access. For grooming reports, click the grooming option on the left-hand menu and click reports. Once you choose the report you wish to print, it will display the prompt where you can choose report options. ...Hello-Groom Adding Employees
Adding employees in Hello-Groom is easy! Simply login to your Hello-Groom account and click on the Setup menu on the left. Choose Employees. Note that if you have the "use administrative login" system option enabled, it will check for access rights ...Hello-Groom Main Dashboard Overview
Hello-Groom's main dashboard can show you a lot of info in one space! The dashboard is separated by three tabs. Awaiting Arrival, Checked-In & Checked Out. This allows you to view clients that have not arrived yet, pets that are checked in and pets ...