Refund an existing transaction

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If you ever need to refund an existing transaction, you now can based on the original transaction within Simple Salon.

To begin the process click on 'POS'

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Click on the 'Transaction List' tab and enter in the dates of the original transaction then click 'Show'

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When the transactions load click 'Details' on the appropriate transaction you need to refund items for

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You'll then be able to see a list of all the items from the original sale

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To begin the refund click on the 'Refund Transaction' link

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You'll automatically be taken to 'POS' > 'Refund' with all the items from the sale

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To remove an item click on the red 'X' and click 'OK' on the confirmation prompt to proceed

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Prompt not displaying? You'll need to reset your browser.

When you're happy with the remaining items you can click the 'Refund Payment' button to proceed with the refund

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You can choose any payment type as you require, however, in this instance we are paying via Credit Card

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Great! The refund will be officially processed through Simple Salon.

Here are some important notes to consider when processing linked refunds through Simple Salon:

  • The paid for appointments will still appear on the 'Appointments' page so you'll need to move or adjust the appointment if you'd like to fit an appointment into the refunded appointment's slot.

 

  • At the end of this process, the system knows that you've refunded items from the original transaction. If you try to refund the original transaction again, only the items that weren't processed (only the items you deleted from the refund) will be ready to be refunded.

 

  • You cannot edit the price of the items or apply discounts to these refunds. If you try to, you'll be advised that 'Linked Refund items cannot be edited'. If you need to make these types of changes, you'll need to process a refund by following the instructions here

 

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  • If you've made a mistake creating a refund for an existing transaction you can delete the refunded transaction that you have just created as you would with any other transaction.

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If you have any questions, feel free to send them to us from your Help & Support page via Submit a Request.

 

Have more questions? Submit a request
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