Full Refunds

Modified on Thu, 14 Oct 2021 at 01:38 PM

When providing a full refund on an invoice, the total amount paid will automatically be selected to be refunded, and the invoice itself will become voided. Any participants will automatically be removed from applicable rosters, rentals, etc. Any employee wishing to perform a refund must have the proper POS permissions granted. These are found by clicking the "employees" button under the management tab, select options, and edit next to the employee. Then click "Badge, pin & POS Permissions" where the point of sale permissions can be switched on and off. 

Step 1

Through the POS register, Click on the Management button in the top left corner. Choose "Invoice History," which will provide you with the ability to search through all existing invoices, search and filter by Invoice #, Customer Name, Rental Name, Program, etc.


Step 2

Once you have found your invoice, click the "Options," dropdown on the invoice's row, where you will see a variety of options. Select "Refund."


Step 3

This will immediately take you to the refund page, where you will see the options to authorize a basic payment refund, refund specific products or choose a full refund. Choose "Full Refund."


Step 4

Once you have selected "Full Refund," you will be prompted to choose which customer account the refund will be placed under. This does not mean that you can only physically refund that person, but the refund will be visible within their customer account. Choose the customer and continue.


Step 5

You will see how much money is due to be refunded where it says "Refund Distribution Remaining." You can choose to allocate those funds however that you'd like. Any credit cards used in payments for this invoice will be listed at the bottom, displaying the billing contact's name and last 4 digits of their credit card and the amount paid with that cart. You cannot refund more money to a single card than it processed in any given transaction. Once you have allocated the full refund distribution however that you'd like,  select "Complete Refund."

You're now all done.


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