In some scenarios returning an item makes more sense than voiding a transaction:
- The client needs to return unwanted paid items.
- The client paid for the wrong treatment item or was charged the wrong price.
Return Without Receipt and No Payment History of the Item
If there is no record of the item being processed in the payment history but you still want to issue a refund to the client, you will need to manually apply the credit to the client's account and update the inventory quantity on hand. You can refer to this article for how to add a new credit to a client's account balance?
Returning an Item with Credit Card Processing Integration
Once you return the item and are ready to refund the remaining credit so it goes back on the client's card, you will need to re-swipe the card or enter the credit card number manually on the credit card reader. If the client has a stored card, you can process the refund using the stored card. Otherwise, you must leave the credit on the client's record as in-store credit.
After the Items Have Been Returned
- The amount to be refunded will retain on the client's account as a Customer Credit.
- Items are Returned to Quantity on Hand.
- The original transaction cannot be voided, or undone.
- The Return will appear on the Sales and End of Shift Reports
Related Articles
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