Refunding payments

Refunds are recorded by the owner or a manager. Reception doesn't do refunds.

How to refund

1. Open the job and on the Payment card click Refund by the payment. You'll find the same by the payment in the Cash report.
2. Enter the amount. By default it's all that's left of the payment.
3. Give a Reason, e.g. "customer dropped a part".
4. Click Refund.

You can refund part of a payment and the rest later. In total no more than was paid. The amount left to pay on the job goes up by the refund.

Cash, card, online

A cash or card terminal refund is recorded in the app, and you give the money back yourself. A payment taken online goes back to the customer automatically the same way.

Refunds are listed separately in the Cash report, with the reason. On a closed day you can't record a refund until the day is reopened.

Tip If the job already has an invoice, issue a correction after the refund. See the article Customer invoices.