Processing a generic refund

Generic refunds are those that are not associated with a specific product sale or booking. 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. Select the Client
4. Enter the Description which is the reason you're refunding
5. Enter the breakdown of how the money is refunded (Cash, Credit etc).  
   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 are refunding funds back to a credit card, you can also decide whether you're also refunding the surcharge applied during processing. You will also need to have a Card Transaction Id for the refund to be issued, otherwise set the Refund Card drop down list to No - Funds to be transferred manually.
6. Click Refund
7. Select Email Refund from the side menu to notify the Client