To refund a product, giving the client their money back in cash:
1. Create a new sale
2. Enter the client’s name and select it from the list
3. Add the product they are returning
4. In the quantity field, add how many of the product they are retuning as a negative number. If they are returning 1 bottle of shampoo enter -1.
5. Refund the “Amount Owed” and click “Cash Out”
To refund a product, giving the client their money back on a credit card:
1. Create a new sale
2. Enter the client’s name and select it from the list
3. Add the product they are returning
4. In the quantity field, add how many of the product they are retuning as a negative number. If they are returning 1 bottle of shampoo enter -1.
5. Add the negative dollar amount in to the credit card field
6. Click “Cash Out” and their credit card will be refunded
To exchange a product:
1. Create a new sale
2. Enter the client’s name and select it from the list
3. Add the product they are returning
4. In the quantity field, add how many of the product they are retuning as a negative number. If they are returning 1 bottle of shampoo enter -1.
5. Add the new product
6. Refund or collect what is shown in the “Amount Owed” field. (If the amount in the “Amount Owed” field is a negative number, that amount is refunded to the client). Click “Cash Out”
To refund a client for a service (for example they are not happy with their service):
1. Create a new sale
2. Enter the client’s name and select it from the list
3. Select the service being refunded
4a. If the service is being subtracted from the original provider’s pay, enter the name of that provider
4b. If the service in not going to be subtracted from the original provider’s pay, then enter “House” as the provider
5. In the “Price” box of the service row, enter the negative value being refunded (-50.00)
6a. If you are refunding in cash, select “Cash Out” without entering any additional amounts.
6b. If you are refunding a credit card, enter the same negative value (-50.00) in the credit card field and click “Cash Out”. Then swipe or enter the credit card information.
6c. If you are refunding using “On Account” credit, in the debit dropdown, select “On Account” and enter the negative value (-50.00) and click “Cash Out”. This will will issue a client credit for future use.
