This guide shows you how to process a refund for a client's Gift Card/Voucher.
In this article
Fully Refunding a Gift Card that was Sold In-House
Find the original transaction under Manager > Sales and select it. On the Transaction Details pane that opens, click the Void button. The gift card will be removed in Phorest, and the original sale will be reversed.
If the client paid for their gift card using a stored card or via your PhorestPay Card Terminal, the amount will be fully refunded to the original card automatically in up to 5-10 business days.
If you don't see the Void button, use the Undo button instead, and you'll get the same result.
Partially Refunding a Gift Card that was Sold In-House
Go to Manager > Sales, then use the filters at the top of the screen to find the original gift card sale. Select the sale, then select Refund.
Next, click the Price to adjust the refund amount.
Finally, click Pay, select the payment type you would like to refund to, and select Complete Payment to complete the refund.
If the payment was made via PhorestPay, the original card will appear at the top of the payment types list for refunding.
Refunds to the original card via PhorestPay can take 5-10 business days, depending on the bank.
Refunding a Gift Card that was Sold Online
If you sold the gift card online, find the original transaction under Manager > Sales, then press the Void button. The gift card will be removed in Phorest, and the original sale amount will be refunded to the card the client used in the original purchase in up to 5-10 business days.
If you don't see the Void button, use the Undo button instead, and you'll get the same result.