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How to process a refund in-salon.
How to process a refund in-salon.

Putting a refund through, either on the day or from a past transaction, from a payment made in-salon.

Rob Smith avatar
Written by Rob Smith
Updated over a week ago

If you need to process a refund for a client in your salon, then please follow these steps!

Refund a transaction on the day.

  • Click on Cash Up in the Menu

  • Find the transaction you wish to refund and click the button "VOID".

  • Once this transaction has been voided, you can refund the customer's cash/card in-store. This will balance your cash-up for the day and your reports.

Refund a previous days transaction

  • Access 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 and click the button "VOID".

If you have given a cash refund, now 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 via 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 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!

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