This article will guide you through processing a refund for transactions tied to a single payment method. Requirements - A Master Admin login or a staff type that has the following permissions:
- Member Management : Payments Related - Can view client billing information
Complete A Transaction With Multiple Invoices
1. Access POS Terminal To access this screen you will need to click on
Main > POS. If you are
not already logged into a POS you will need to access one. On a simple terminal click the
GO button or on a Full POS click the
Open button to start the Open POS
process. For steps on opening a Full POS,
click here.
2. Select Invoices If you have the setting enabled, invoices that are due today, or past
due, will automatically pull into the cart. To add future invoices to
the cart, click on the
Future Invoices option. A list of future invoices will appear, you can now click
Add next to each invoice you wish to add to the cart. Once you have the desired invoices added to the cart,
Close on the future invoice menu and proceed to
Checkout.
To learn more on how to purchase products in the POS,
click here.
3. Complete CheckoutClicking the
CHECKOUT button will advance you to the payment screen. Select what
employee should get credit for the sale. Select the
payment method for the purchase. For cash sales you may choose the pad provided. After selecting your payment method the option to
COMPLETE THIS SALE will appear. Change the
receipt method if desired and then click the button
COMPLETE THIS SALE to finish the purchase process.
Issuing A Refund
1. Locating Invoices Locate the customer by searching for them under the
Prospects or Customers/Members tab. Click on the customer's name Select the
BILLING icon. You can also go to
All Detail > Billing > Invoices/Payments/Refunds/Transaction Ledger. Click on the
Invoices tab to view all invoices paid by the selected customer.
2. Select Payment Details
Select the
Payments tab to locate the payment details including the date, time and payment method. Select the blue payment ID number to proceed with the refund.
From here, the screen will display what form of payment was used to pay the initial invoice and invoices tied to the transaction. Click the
Issue A Refund button.
3. Issue A RefundSelect the
Refund Method from the drop down, the options are as follows:
Refund to clients
CC/Bank ACH on file depending on payment method.
Refund to
Written Check. This is an option in which the club cuts a check to the client.
Refund to
Cash. This is an option in which the club refunds the client cash.
Refund to
Client Credit Balance.
This option never leaves ClubReady and never goes back to the clients
payment method on file. It is stored within the clients profile, for use
on future purchases within ClubReady.
Send Notification Email - you
may choose yes or no, this is toggle as shown above. Default is set to
yes. Option to send a Partial Refund - Default is set No, you may break
up your refund into a partial amount here.
Return Item To Stock - This option is available if refunding a product and wish to add the item back to your inventory.
Optional Note field - leave a note if you wish.
Refund - Click on the button to
complete the refund process.