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.
Go to Manager > Sales, then use the filters at the top of your screen to find the sale you wish to refund.
Once you've found the sale, use one of the methods below to process the refund.
Single-Click the sale > Click Refund
Refunding a sale will not undo an appointment. If you need to edit/remove the appointment associated with the sale, use the Void button to undo the transaction completely and put the appointment back in an incomplete state. Any appointment deposits paid through PhorestPay will also automatically be refunded to the client when you Void the sale.
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Full Sale Refund
Click Pay > Click the PhorestPay payment type > Click Pay again to complete the refund of the full amount of the sale.
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
If you want to only refund a certain amount of an item in the sale, click on the Price to change it.
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.
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.