Made a mistake on a sale, or need to give a client their money back? Simple Salon gives you two ways to refund, depending on whether you want the refund tied to the original sale or not.
Refunding a sale from the Transaction List
This is the way you'll use for almost every refund. Go to POS, then the Transactions tab. Find the sale, click it to open Transaction Details, then hit Refund Transaction.
This keeps a full record of the original sale and shows the refund as its own line on your Transaction List, so nothing gets lost.
For the full walkthrough, see Refunding Through the Transaction List.
Refunding from the Refund tab
You can also process a refund straight from POS by switching to the Refund tab at the top. Use this when there's no matching sale to link back to, for example a cash refund for something bought a long time ago.
Note: a refund done this way isn't linked to the original transaction. If you want the refund to show against the original sale, refund it from the Transaction List instead.
To build an unlinked refund:
- On the Refund tab, choose the operator if asked.
- Add the client if you need to, or leave it as Walk-In.
- Click the service, product or item you're refunding from the list on the left. It drops into the Refund Items cart on the right.
- When the cart is right, hit Refund Payment.
- Choose the payment method the client is being refunded through, then hit Finish Refund.
Your Transactions tab will show the refund as its own line.
Note:
You can also delete the original transaction instead of refunding it, from the Transactions tab. This removes all record of the sale, rather than keeping a refund line for it. See Editing, Deleting and Backdating a Transaction for how.
Deleting is handy if you made a mistake with a sale and want to reprocess it from scratch. Refunding is better when you want to keep a clear record that money went back to the client.