How do I refund a Cardless Checkout/Stored Card transaction?

This article will show you how to put through a refund of a Cardless Checkout sale, refunding back to the card that was originally used in the sale.

Sales can only be refunded to a stored card where the original sale was processed using a stored card. If the original sale was processed using another payment type, then you will need to refund using another payment type.

Go to Manager > Sales, then use the filters at the top of your screen to find the sale you wish to refund.

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Once you've found the sale, you can use one of the methods below to process the refund.

Single-Click the sale > Click Refund.

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Using the Void Option Instead

Refunding a sale will not undo an appointment. If you need to edit/remove the appointment associated with the sale, you use the Void button to undo the transaction completely and put the appointment back in an incomplete state. The appointment can then be removed if necessary. Any appointment deposits paid through PhorestPay will also automatically be refunded to the client when you Void the sale.

Full Sale Refund

Click Pay > Click the PhorestPay payment type > Click Pay again to complete the refund of the full amount of the sale.

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Money will automatically be refunded to the card the client originally used.

Refunds can take 5-10 business days to land in the client's account, depending on the bank. 


Refunding Part of the Sale / Partial Refund

If you only want to refund some of the items in the sale, click the 'x' beside the items you do not wish to refund in order to remove them from the transaction

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If you want to only refund a certain amount of an item in the sale, click on the Price to change it.

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When you're ready to process the refund, click Pay > Click the PhorestPay payment type > Click Pay again to complete the refund, and refund a partial amount of the sale.

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Money will automatically be refunded to the card the client originally used.

Refunds can take 5-10 business days to land in the client's account, depending on the bank.


Stored Card No Longer on Client's Profile

If you have removed the client's stored card from their profile since the original sale, voiding a sale will still result in money being refunded to that card; however, you will not be able to use the Refund option to refund back to the stored card.

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