Refunding the Balance of a Sale to a Gift Card or Credit Note

Steps to refund a balance to a Gift Card or Credit note:

Via the Search screen look up the sale by your method of choice and click edit.

Once inside the sale, remove the item to be refunded from the sale, or apply a 100% discount, depending on you facilities policy for how refunds are issued.

Once you have a negative outstanding balance, select either Gift Card or Credit Note from your payment types. For customers using the Integrated WorldPay payments you will need to select Pay Now first.

For Gift Cards on the Payment Details page, swipe the Gift Card to be used in to the Gift Card ID field and hit ADD PAYMENT. For Users who have the system generate Gift Card IDs simply hit ADD PAYMENT on this step. You will can use the cards for payment as normal.

For Credit Notes, if the customer does not have an existing credit note, a new one will be created automatically for you. Simply Hit ADD PAYMENT to finalize the sale. These notes will be tied to a customer profile and can be used as payment once the customer has been attached to new sale. You can view these amounts in the quick view of customer information in the top right had corner of the sales screen.

You can manage your Credit Notes via Manage>>Credit Notes.