Easy steps to create a Refund or Store Credit on Vagaro.
A refund can be done either through the Transactions List or the Customer Management section.
Refunds can be distributed in the form of cash, credit, or gift certificates.
Click this link to get to the transactions list https://www.vagaro.com/sales/transactionlist otherwise follow the instructions below.
Go to Reports - Transaction List.
Click Action and select Refund.
The Refund box will popup with an itemized list of all products and services sold. Click in the box where you want to start your refund. For example, click on the Cash Refund to begin entering the amount for that line item.
When you select a refund box for the item in question, you will then get the box to decide how much of the service or product you are going to refund. After you have decided how much you are going to refund, you will then hit Next to reach the refund distribution box. This will allow you to refund the amount by cash, card, or store credit as a gift certificate.
You will now decide what your payment distribution is and then click Submit.
After you click Submit, you will see the modified refund box with the distribution you have chosen. If you need to refund more, click on the payment fields and decide the amounts. Now you will need to type in the reason for the refund and decide whether you want the refund receipt to Email or Print for the customer. Click Next to continue and your refund will be complete.
Refunding as a Gift Certificate
If you chose to give a store credit amount, you will see this screen popup.
If you choose to add to an already existing gift certificate, you will then select the certificate you want to add to and hit Submit.
If you choose to create a new gift certificate, you will see this screen.
As soon as you click Submit to add to or create the gift certificate and your refund will be complete. This box will appear confirming the completion.
Your Transaction List will now itemize the refund by the date of the refund with the word Refund in red.
When you select the Action menu for a refund, your only option will be to view the receipt to email it or print it.