Refunding purchases to a gift card can be done on all transactions including those made from a gift card. In this article, we will walk through the steps on how to refund transactions to a gift card.
Things to know:
- The ability to edit a ticket is controlled by the "Edit/Refund Closed Tickets" access control
- When issuing a refund to gift cards, you can choose to refund to an existing gift card, create a new gift card for the client, or apply the refund to another client's gift card.
Contents
Configure the "Refund to Gift Card" Setting
Refunding to Gift Cards
Configure the "Refund to Gift Card" Setting
- Navigate to Business Setup > Settings
- Locate the "Enable Refund to Gift Card" setting in the POS section
- Toggle to 'Yes'
- Save changes at the bottom of the settings page
Refunding to Gift Cards
To refund a transaction to a gift card:
- Navigate to POS > Closed Tickets
- Search for the desired ticket number and select it
- When the ticket opens select the Refund button
- You can decide to refund all items or just specific items. You can also refund the entire amount or do a partial refund
- To refund a specific item, check the box next to the item you want to be refunded. You can also select a refund reason if configured in Business Setup > Settings
- Tap the Next button
- To refund to a gift card, select the "Refund To Gift Card" hyperlink
-
On the Refund Balance To Gift Cardmodal, enter the following details:
- Recipient - Enter the name, email address, or phone number of the client who should receive the gift card. This can be the client from the ticket, another client existing or a new client
- Amount to Refund - This will be auto-filled based on what was selected on the Refund page
-
Gift Card #- Choose between "Assign New Automatically", "Enter A Card Number / Swipe" or an existing gift card
- Assign New Automatically - When the refund is finalized, a new gift card number will be generated
- Enter a Card Number / Swipe - You will be able to enter an existing gift card number into the Gift Card # section to process the refund to
- If an existing client with a gift card is selected in the recipient section, their gift card number will appear in the Gift Card # dropdown menu
- Click the "Refund $ amount" button
- Click "Done" on the confirmation modal
For more information contact us at support@mytime.com.
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