Summary
This guide outlines how to process a refund for a customer, whether it's for a purchase, a membership, or other transactions.
General Refund Process
You can refund a customer for their purchase through the 'Orders' tab in their account. The refund will be processed to the original payment method used for the purchase.
Note:
Refunds made via online payment methods (e.g., debit card) may take up to 5 working days to appear in the customer’s bank account.
How to Refund a Customer’s Membership
Refunding a membership follows the same process as refunding any booking or point-of-sale (POS) item. The refund will be returned to the customer using the same payment method used for the membership purchase.
- If the membership was paid for by invoice (processed as offline credit), your finance team will need to manually return the refund to the customer’s account.
Step-by-Step Guide
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Go to the 'Orders' Tab
Open the customer’s account and navigate to the 'Orders' section. -
Select the Order
Choose the specific order you want to refund and click 'View Details'. -
Click 'Refund'
Once the order details are displayed, click the 'Refund' button. -
Select Items to Refund
Choose the item(s) you wish to refund from the order and confirm by clicking 'Refund' again.
Alternative Refund Method: Adding Credit
As an alternative to issuing a refund to the original payment method, you can add credit directly to the customer’s account for future purchases.
This guide provides a streamlined approach to refunds, ensuring a smooth process for both customers and staff.