This article shows how to process a refund on PhorestGo.
If you are refunding an appointment and would also like to return the appointment to an incomplete/unpaid state, this needs to be done in Phorest on a computer. Click here for more info.
To open the menu, tap the Menu ☰ icon > Purchase.
Select New purchase.
Next, find the client's name or create a new one. Then, tap Add Item. You can add a product, service, course, voucher, open sale, or custom fee.
Once added, tap the More︙button > Choose the Refund service option.
The item will now be processed as a refund. If you are refunding multiple items, repeat this process until all items are added to the sale.
Tap Collect payment > Tap Charge -#
This screen opens if the refund is successful: