How do I process a product refund/return for a client?

If you are processing a refund through PhorestPay, click here to find out how.

Refunding from the Original Sale

Go to Manager > Sales, and use the date picker at the top of the screen to navigate to the original sale date.

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

If the original sale contained multiple items and you want to refund only one or some of the items, click the beside the items you wish to remove from the refund.

When you're ready to process the refund, click Pay > Select the payment type you want to refund to > Click Pay again to complete the refund.

After processing the refund, the inventory/stock level for that product will increase by 1 for each product refunded.

If you are refunding through PhorestPay, depending on the bank, refunds may take 5-10 business days.


Refunding Manually (Without Using the Original Sale)

Go to the Purchase screen, enter the name of the client at the top of the screen, and then select the name of the Staff Member processing the refund.

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Click Products, then scan the item you wish to refund using your scanner. Alternatively, click the Select button to search and find the item manually, or click Product History then double-click the item from the client's purchase history.

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Once you've added the product to the Purchase screen, click the cogwheel and select Refund

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Note: If you are exchanging an item, do not follow the steps below; instead, click here to continue: How do I exchange a product/item?

Once you're ready to refund, click the Pay button, choose which payment type you wish to use to process the refund, and then click Pay again to complete the refund.

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After processing the refund, the inventory/stock level for that product will increase by 1 for each product refunded.

 Useful Tip!

If you wish to split the refund across multiple payment types, use the Calculator button beside each payment type and enter the necessary amount

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