If you need to process a refund for a client in your salon, then please follow these steps!
Refund a checked out bill
Click on Daily Cash Up in the Menu.
Find the transaction you wish to refund and click the button "REFUND/EDIT".
Refund non SlickPay or cash transactions
Follow the steps above to refund or edit.
Once this transaction has been voided, you will need to refund them the card or cash transaction in store.
Refund SlickPay transactions
Follow the steps above to refund or edit.
If the client paid card in store via your SlickPay card reader, this will refund them the same amount they paid in store. Simple!
Please note, if the client paid part cash/other then you will need to manually refund this amount to the client. SlickPay will return the amount paid via your SlickPay card reader.
What about refunding deposits?
If they had a deposit paid, this will be stored on their client profile. You can see the details of this on the tooltip here on the daily cash up - client bills.
Find out more here on how to edit a bill after check out.
Refund a previous days transaction
Access Daily Cash Up from the Menu tab on the top right.
Use the date picker in the top right corner of the screen to select the date of the original transaction.
Find the transaction you wish to refund from the client bills section at the bottom of the page and click the button "REFUND/EDIT".
If you have given a cash refund.
You need to balance the till to compensate for this. To do this, please follow the steps below.
Navigate back to today's cash up.
Enter the refund amount in Petty Cash Out box.
Note the reason for this in the Notes field below and hit save. This is to ensure you know where this cash has gone when cashing up for the day and entering "Cash in Till (Start of day)".
If you have given a card refund.
If this was done using your card machine in-salon, you will see this printed on the end of day summary.
Then, simply add the actual total to your "Card machine total" at the end of the day.
If you have given a SlickPay reader refund.
If the refund was processed by SlickPay reader it will appear on the day that you action the refund. This will balance on your cash up and revenue reports as all of your transactions are automatically calculated by Slick!
If you have further questions that haven't been answered in this article then please reach out to us on Live Chat via the chat bubble in the bottom right corner!