If a customer wants to return a product they purchased from your business, you can easily refund them from their customer profile or the Transaction List report.
Before you refund a purchase, 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.
Prerequisites: This feature is available for all Vagaro businesses.
This task can only be performed on the web, tablet, Pay Desk, or PayPro.
To refund a product from a customer's profile:
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Go to Customers and select the customer that purchased the product.
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Select the Products tab.
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For the product to be refunded, select the Action
menu, then select Refund.
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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, deselect Return to Stock if you are not returning the product to your inventory.
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Select Next or Confirm.
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Optionally, split the refund between two payment methods, such as cash and a gift card, and then select Confirm.
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Enter the Reason for Refund, select whether to Email Receipt or Print Receipt, then select Refund.
Products can also be refunded by running the Transaction List report and then selecting the transaction to refund.
To refund a product from the Transaction List:
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Go to → → → .
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At the top of the screen, select the Date Range of the time card entries to view.
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Select the Filters
button, select the Customer name, then select Run Report.
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Swipe left on the product 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 and the Tip amount to refund, if applicable, then select Next.
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Optionally, deselect Return to Stock if you are not returning the product to your inventory.
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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.
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Enter a reason for the refund, select whether to Print Receipt or Email Receipt, then select Continue.
To refund a product from the Transaction List:
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Go to → → . The system automatically runs the report for today's transactions.
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At the top of the screen, select your filters to reduce the number of transactions to search then select Run Report.
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Optionally, select the Transaction Date, Service Provider(s), and Customer.
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Expand the Advanced Filters, then in the Transaction Type list, select Packages.
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Optionally, in the Search bar, enter all or part of the barcode, brand name, product name, product type, and even transaction ID if you know it.
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Scroll to the right side of the report, then select Refund.
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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, deselect Return to Stock if you are not returning the product to your inventory.
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Select Next or Confirm.
-
Optionally, split the refund between two payment methods, such as cash and a gift card, and then select Confirm.
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Enter the Reason for Refund, select whether to Email Receipt or Print Receipt, then select Refund.
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