Partial Refunds

When providing a partial refund on an invoice, you will have a variety of options in how to proceed, whether you are refunding specific products, past payments or authorizing a set discount/rebate.

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.

To authorize a basic payment refund, while not affecting the invoice subtotal or the status of any products on the invoice itself, select "Payment Refund Only."

To refund specific products, select the "Off," toggle next to the product you would wish to refund, which will activate that product for refund. If you toggle it "On," you will be defaulting to refund the full product. You can also toggle between a full product refund or a partial product refund. A partial product refund will enable you to provide a refund for a portion of the product fee while removing them from the roster.

As an example, if a participant dropped out of a program halfway through the course, and you wanted to remove them from the roster while providing a 50% refund, you would choose a partial product refund, where you would be able to simultaneously refund a specific part of the payment and remove them from the roster.

Step 4

Once you have chosen the refund type, you will be prompted to choose which customer account the refund will be placed under.

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 refund distribution however that you'd like,  select "Complete Refund."

You're now all done.