If you need to refund a customer, you need to know the following two things:
- Refunds must be issued using the same payment method the customer originally used, unless you choose one of the standard options like Cash, YGB Balance, or External POS. Essentially, this means you won't be able to refund a payment onto a card if the customer originally paid in cash.
- This process is done on the admin side from the Booking & Payments portal.
All transactions are final. Please verify you are selecting the correct refund method.
How to Process a Refund
- Find the Customer and Purchase
- If it’s an older purchase, search for the customer in the Customer tab.
- Open the purchase you want to refund.
- Open the Charging Window
- Click 'Overpaid | Refund' and click again to “Are you sure? to bring up the charging screen.
- Click where the indicator points to open the refund window and begin processing the refund.
- Choose Refund Method: Options depend on the original payment method:
- Card Refund: If the original payment was by card, you’ll see options like Adyen, Square, or Stripe.
- Balance Refund: You can also refund to their account balance. This avoids extra processing fees and is the most common choice. They can use their balance for future purchases.
- Cash or External POS: Use these only if you plan to give cash or use an external POS system. (DO NOT select External POS if you have Adyen.)
- All transactions are final. Please verify you are selecting the correct refund method
- Partial or Split Refunds
- You can refund part of the amount or split it across different methods.
- To change the amount, clear the total with the “C” button and enter the amount you want to refund, as the image below
- Note: Partial refunds will mark the purchase as part-paid.
- Check Before Confirming
- Make sure you select the correct refund method.
- Once processed, the refund amount will show under "Amount Already Refunded", reducing the remaining balance for future refund