Scheduling a refund for a future date

You can schedule a customer refund to occur on a specific date in the future. You can either request to send a check to the customer or credit the customer's account balance with the refund amount.

 

    1. Go to Front Desk.

    2. In the side-bar, click Refund and select Schedule Refund.

    3. Search for and select the customer who you want to schedule a refund for.

    4. On the Select Transaction for Refund page, click the Description of the transaction that you want to refund.

    5. On the Schedule Refund - Credit Fees page, select a Refund Date.

    6. To refund:

    7. Enter any Cancellation Reasons, if applicable.

    8. Enter any necessary Staff or Customer Notes.

    9. Click Submit.

    10. Select the customer or company that you want to receive the refund.

    11. On the Complete Schedule Refund page, enter the amount of the refund that you want to refund.

    12. Note: If your organization uses refund requests, then a Request Refund checkbox appears in the Refund to Account section:

    13. Click Submit.

    14. Print the receipt for the refund, if necessary.

Related topics

Listing customers' scheduled refunds

 

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