refund

Breeon C. shared this question 2 hours ago
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can I give a refund? if so how? the only option I see if refund to a gift card

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You will have to refund through square, and the make sure that you are adding the refund in IO on the lead.

Recording a Refund

This is how to record a refund once you refund the customers card in your merchants software. This is what you would do if you are not using Global Payments:


To record a refund, enter the refund amount in the Amount field, prefixed with a negative sign. You may also select the payment type — for example, choose Cash if the refund was issued in cash. Please note that this process only records the refund in the system; it does not physically process the payment. The recorded refund will be reflected in the Total Balance Paid, so adjust the amount as necessary to ensure accurate records.

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