How do I process a refund with my Phorest Pay card terminal?

This article will show you how to refund a sale on Phorest with your Phorest Pay card terminal and can be done without needing the client present with their payment card. 

Note: Due to regulatory constraints this feature is only available in North America.

New to Phorest Pay?

If you recently signed up to Phorest but need to process a refund where the original sale was processed through your previous software/card terminal, you can refund this manually via the International Bancard Merchant Portal.


Refunding a Sale

To refund a sale, go to Manager > Sales.

Use the search options and date picker at the top of the screen to find the sale you need to refund. 

Once you've found the sale, single-click it, then click the Refund button.

mceclip0.png

Note: If you are refunding a sale on the same day that the original transaction happened, use the Void button instead of the Refund button. Once the sale is voided, the client will be fully refunded within 3-5 business days.

On the Purchase screen, you can adjust the amount being refunded by single-clicking on the Price of the item and entering a new price, or you can remove an item by clicking the X beside it.

Once you're ready to process the refund, click Pay to process the refund.

mceclip3.png

Choose either Credit or Debit payment type (you will only be able to choose whichever was used in the original sale) then click Pay to complete the refund.

Note: If you are in North America and using the Phorest Pay card terminal, then this option will be greyed out. Credit or Debit should be chosen here (choose whichever was used originally).

mceclip0.png

   For the client

It will take roughly 3-5 business days for the refund to be fully processed and reach the client.


Refunding Part of a Sale (Partial Refund)

  1. Go to Manager > Sales
  2. Use the search tools at the top of the screen to find the sale, then single-click on the sale once you've found it.
  3. Click Refund
  4. Click the x beside each service and/or product in the sale that you do not wish to refund in order to remove them.
  5. If you need to adjust the refunded amount for an item, click the Price of the item then enter the amount you wish to refund and click the (minus) symbol.
  6. Click OK
  7. Click Credit or Debit (whichever payment type was originally used)

Note: If you are in North America and using the Phorest Pay card terminal, then this option will be greyed out. Credit or Debit should be chosen here (choose whichever was used originally).

  1. Click Pay

Refunding a Tip

To refund the tip only you will:

  1. Go to Manager > Sales
  2. Use the search tools at the top of the screen to find the sale, then single-click on the sale once you've found it.
  3. Click Refund
  4. Click the x beside each service and/or product in the sale to remove them
  5. Click Pay
  6. Click Tip
  7. Choose the Staff Member
  8. Enter the Tip Amount on the number pad and click the - (minus) symbol
  9. Click OK
  10. Click Credit or Debit (whichever payment type was originally used)

Note: If you are in North America and using the Phorest Pay card terminal, then this option will be greyed out. Credit or Debit should be chosen here (choose whichever was used originally).

  1. Click Pay

Note: Tips are not included when a sale is fully refunded

Was this article helpful?
10 out of 15 found this helpful