If your customer isn't quite satisfied with their membership, you can refund their membership directly from their customer profile. Keep in mind that you can't refund a membership visit. You will need to manually increase the membership's visit balance to give your customers a visit.
Before you issue a refund, keep in mind the following:
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You can't undo a refund once processed.
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You can't refund credit/debit transactions 120 days (four months) after the purchase date.
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You can't refund to a different card.
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You can't issue multiple refunds for the same item. For instance, if you issued a partial refund for a service, you can't issue a full refund at a later time.
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Vagaro currently can't refund Interac transactions.
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For Xero and Quickbooks users, refunding a gift card, package, or membership won't be added to your Quickbooks or Xero reports since they are considered virtual money.
Tip
You can view all refunded transactions from the Transaction List.
Prerequisites: This feature is available for all Vagaro businesses.
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Go to Customers and select the customer's profile.
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Scroll to the bottom of the screen, then select Refund to open the customer's transaction history.
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Select the membership to be refunded, then select Refund.
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Select Refund under the item.
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Enter the full or partial Refund Amount. Optionally, if a tip was included, you can enter the Tip refund.
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Optionally, select Cancel Membership. If you do not cancel the memberships, customers can still use their leftover visits.
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Select Next.
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Optionally, split a refund between two payment methods, such as cash and a gift card, and then select Submit.
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Review the Refund Summary, then select Refund.
Note
Your refund summary will update with the amount you entered.
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Enter a reason for the refund, select whether to print and/or email a receipt, and then select Continue.
If you selected Print Receipt, you'll be able to print a copy.
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Go to Customers and select the customer's profile.
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Select the Memberships tab.
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Select the Action
menu for the membership to be refunded, then Refund Membership. This will bring you to the refund screen.
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Select the customer's preferred refund method. Unavailable methods are grayed out.
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Enter the full or partial Refund Amount. Optionally, if a tip was included, you can enter the Tip refund.
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Optionally, select Cancel Membership. If you do not cancel the memberships, customers can still use their leftover visits.
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Optionally, split a refund between two payment methods, such as cash and a gift card, then select Confirm.
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Enter the Reason for Refund, select whether to print or email the receipt, and then select Refund.
If you selected Print Receipt, you'll be able to print a copy.
You have successfully refunded your customer. You can view all refunded transactions from the Transaction List.
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