This is the main way to refund a sale. It keeps a full record of the original transaction and shows the refund as its own line, so nothing gets lost.
- Go to POS, then the Transactions tab.
- Set the date range to when the sale happened, and use the filters if you need to narrow it down by payment type, transaction type or status.
- Click the sale to open Transaction Details.
- Hit Refund Transaction, top right.
You're taken to a payment screen with the sale's items already loaded into the cart. Remove anything you don't want to refund before you go further.
Quick check. The payment method is pre-filled to match how the client originally paid, for the full amount. If that's right, you don't need to touch it, just hit Finish Refund. Need to refund a different way (cash instead of card, say)? Tap the payment tile you want and it replaces the pre-filled one.
Hit Finish Refund and you're done.
A few things worth knowing
- The paid appointment stays on the Appointments page. If you want to free up that time slot, move or delete the appointment yourself.
- Once every item on a sale has been refunded, Simple Salon won't let you refund it again. Try, and you'll see "All items in this sale have already been refunded".
- You can't edit the price or apply a discount to a linked refund. If you need to change the amount, use an unlinked refund from the Refund tab instead. See Refunds in Simple Salon for how.
- Made a mistake creating the refund? You can delete it the same way you'd delete any other transaction. See Editing, Deleting and Backdating a Transaction.