If you need to process a refund for a client 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, void transaction

Refund a previous days transaction 

  • Access Cash Up following above steps
  • 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, void transaction

We now need to balance the till to compensate for the refund you have given. T o do this:

  • 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
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