Refund a Gift Certificate - Vagaro Pro app

To refund a gift certificate, follow these steps.

Related article:

• Refund a Gift Certificate - Web Version
• Transaction List Report - Web Version

1. Navigate to More > Reports > Transaction List.
   
2. Set up search and filter parameters and run the report.
   
   1. Set a date range if wanted.
      

      
      To filter for just Gift Certificates:

   2. Tap the Filters icon.
   3. Tap Transaction Type.
      

      

   4. Toggle Gift Certificates on and then tap the back (<) arrow.

      

   5. Tap Apply Filter on the filters selection screen to run the report.

      Click this link to learn how to run a Transaction List report: Transaction List Report - Web Version.

3. Swipe left on a transaction entry and then tap Refund.
   
4. On the refund page, all items that were part of the transaction are shown.
   Be sure to select just the Gift Certificate item to refund by tapping Refund right beneath the gift certificate entry.
   
   The Refund Amount will be pre-filled with the gift certificate balance - the original purchase amount minus any purchases made with the certificate since it was issued. You can see the history of a gift certificate from the Gift Certificates Report (only available on the web version of Vagaro.)
   
   
   Note: Manual changes to the value of the gift certificate, made by editing it from either the Gift Certificates Report page or the Customer Profile Gift Certificate tab, are not reflected in the refund amount. So, for example, if the GC was purchased for $100 and the recipient has used it for a $25.00 purchase, but the GC amount was manually increased to $95.00, the refundable amount will still be $75.00 ($100 - $25.00).
5. You can refund only part of the balance and leave a balance on the gift certificate if you want, or accept the default of refunding the entire remaining balance. Tap Next.
   
6. On the refund distribution screen, you can break up the refund into several of the available refund method options. This screen defaults to the refund method you clicked on the first Refund screen.
   
   In the sample above, the total refund of $150.00 has been divided between cash and a new gift certificate. The Refund Distribution will always add up to the total refund.
7. When you've configured the refund options as you want them, tap Submit and then tap Refund [$xx.xx] to continue.
   
8. Enter a reason for the refund, toggle the options to email or print a receipt, and tap Continue.
   
9. Xero/Quickbooks Users: A popup will display, stating that the gift certificate you're refunding won't be added to your Quickbooks or Xero reports since gift certificates are considered virtual money.
10. If you are issuing the refund as a gift certificate to a customer who already has one or more gift certificates, this screen displays asking if you want to add to an existing or create a new certificate for this refund.
    
    
    Note: The Add New screen opens if the user doesn't have any gift certificates.
    1. Tap Add Existing to increase the balance of an existing gift certificate.
       Select an existing gift certificate for the balance increase and tap Submit.
       
    2. Tap Add New to add the balance to a new gift certificate.
       Enter, auto-generate, or scan the gift certificate number; select an expiration date, if wanted, and tap Submit.
       
11. A pop-up message confirms the refund.