Note: Due to regulatory constraints this feature is only available in North America.
You can refund a credit card sale that has been put through Phorest Pay without needing the client to be present with their credit card. You cannot refund a client on the same day that the sale has been put through. If the client would like a refund on the same day then you can void the sale by clicking on the sale and clicking Void.
To refund a credit card sale:
1. Go to Sales
2. Click on the sale once
3. Click Refund
4. Change the Price of the service/product to the amount that you are refunding (if it is the full amount leave the price as is)
5. Remove any services/products that you are not refunding by clicking the X next to the service/product
6. Click Pay
7. Click the Payment Type
8. Click Pay
This will then process that refund straight back to the credit card that was used in the original sale.
It will then take roughly 3 - 5 business days for the refund to be put back into the customer's bank account.
You can refund the same sale as many times as needed until the total refund value reaches the total sale value.
Go to Sales
Click on the sale once
Remove all Services and Products
Choose the Staff Member
Enter the Tip Amount and click the - symbol (brackets will appear around the amount indicating it is a minus)