✨ Made your life easier and got a SlickPay reader? Get the advice you need for refunds here! ✨
Refund a checked out bill
Click on Daily Cash Up in the Menu.
Find the transaction you wish to refund under client bills and click the button "REFUND/EDIT" on the far right.
Once this transaction has been voided on Slick as above, you will need to refund them the card or cash transaction in store.
💰If a deposit was paid, this will return to the client profile.
What about refunding deposits from checked out bills?
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. To refund a client's deposit, follow these steps:
Go to the client's profile and select 'View/Refund Deposit'.
Enter the full amount of the deposit in the refund amount box.
Click on 'Refund' to process the refund.
Find out more here on how to edit a bill after check out.
End of day cashing up
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.