Processing a generic refund

Generic refunds are those that are not associated with a specific product sale or booking, but it allows you to keep a record of this type of refund.

Refunding back to a credit card

If you're wanting to refund a credit card payment, it's best to refund the original credit card transaction if it’s available to remove any future potential credit card dispute initiated from the customer. Please refer to the Refunding a booking/course or Refunding a product sale articles and initiate the refund from the specific transaction.

This article will show you how to process a generic refund. 

Steps

1. Navigate to the Sales menu

2. Select New in the top menu and then select Refund
   
   
   

3. Enter the refund details:

   1. Select the Client by clicking on the edit/pencil icon

   2. Enter the Description

   3. Enter Refund Value in the appropriate field: Cash, Credit or Other

      1. If you're refunding a credit card payment, it's best to refund the credit card transaction itself to remove any future potential credit card dispute initiated from the customer. Please refer to the Refunding a booking/course or Refunding a product sale articles and initiate the refund from the specific transaction.

      2. If you’re not refunding a credit card payment, set the Refund Card drop down list to No - Funds to be transferred manually.

   4. Click Refund
      
      
      

      
      

4. Select Email Refund from the side menu to notify the Client