STX Beacon: Refunds

Refunds can only be issued to existing clients.

To begin the refund process, go to Check Out > Check Out List.

The Ticket List will appear. Click the Refunds button.

The following page will appear - type part or all of the client’s First name, Last name, Primary Phone, Mobile Phone, or Primary Email address to search for a client. Click the Search button. A list of possible matches will appear. Click the appropriate name.

Click the client Full Name hyperlink to view the client card.

Select the appropriate Refund Type from the drop-down menu. The options are Service, Product or Electronic Payment

In the Refunded By field, enter either your initials or information relating to the worker who is issuing the refund.

Select from History displays the last 30 days for Service and Product refunds, but allows changes. Select the dates for when the item being refunded was originally sold. 

Select from History displays the last 90 days for Electronic Payment refunds and does not allow changes.

Click Search to see the items originally sold during the selected date range.

Service Refund

Select Service as the Refund Type.

All services completed during the specified date range will appear in a list. Check the Select checkbox next to the service being refunded.

If the service was originally taxed, the Taxable checkbox will be checked and the Tax value will display.

Change the Amount to reflect the refund value of the service. 

Uncheck the Deduct From Worker checkbox if you do NOT wish to have the refund value amount deducted from the worker’s service sales total. 

Once a service is selected, the Refund To section will appear. The original Payment Type used to pay for the service being refunded will be listed, along with the Original Payment Amount

The option to refund to the client’s Account Charge allows for adding the refund value to the account charge balance as a way of giving the client a ‘store credit’. 

Implementation for the reversal (refunding) of electronic payments based on the Merchant Gateway settings for Company occurs upon save.

If the Company's current payment gateway setting does not match the one used by the original transaction, an automated electronic reversal is not possible. *Note: The Payment gateway prevents a reversal on stored credit card token.

Adjust the Amount to Refund for Payment Type to reflect the refund value. 

If a Cash Drawer is configured for the computer/device being used to issue the refund, the Cash Drawer information will display to indicate which drawer is being affected by the refund.

Click Save to complete the Refund transaction. Click Cancel to discard the Refund transaction.

The Refund transaction will appear in the Tickets List after checking the Show Completed Tickets checkbox. The Service Refund will display a negative value.

Click the Ticket # hyperlink to view the Completed Ticket Detail.

The Service Refund completed ticket detail will display all refund amounts as negative values.

If the client has an active Rewards setting, and the client had originally earned points for the completed service and/or ticket, the system will remove the previously earned points from the client’s balances. The Rewards > Earned information displays the removed points as negative values.

Click Rebook, OK, or Email Receipt.

If the ticket meets the criteria for Rebook, then the button will say Rebook. If the ticket does not meet the criteria for Rebook, then the button will say Book Appt.

Product Refund

Select Product as the Refund Type.

All products purchased during the specified date range will appear in a list. Check the Select checkbox next to the product being refunded. 

NOTE: If you are refunding more than one type of product, a new Refund transaction will need to be created for each product being refunded.

If the product was originally taxed, the Taxable checkbox will be checked and the Tax value will display.

If the client purchased multiples of the same product, change the Quantity to reflect the number being refunded. Change the Amount to reflect the refund value of the product. 

Uncheck the Deduct From Worker checkbox if you do not wish to have the refund value amount deducted from the worker’s product sales total. Uncheck the Return to Inventory checkbox if you do not wish to have the product added back into the inventory stock.

Once a product is selected, the Refund To section will appear. The original Payment Type used to pay for the product being refunded will be listed, along with the Original Payment Amount

The option to refund to the client’s Account Charge allows for adding the refund value to the account charge balance as a way of giving the client a ‘store credit’.

Implementation for the reversal (refunding) of electronic payments based on the Merchant Gateway settings for Company or Worker occurs upon save.

If the Company or Worker's current payment gateway setting does not match the one used by the original transaction, an automated electronic reversal is not possible. *Note: The AnywhereCommerce gateway for First Nationwide Payments prevents a reversal on stored credit card token.

Adjust the Amount to Refund for Payment Type to reflect the refund value. 

If a Cash Drawer is configured for the computer/device being used to issue the refund, the Cash Drawer information will display to indicate which drawer is being affected by the refund.

Click Save to complete the Refund transaction. Click Cancel to discard the Refund transaction.

The Refund transaction will appear in the Tickets List after checking the Show Completed Tickets checkbox. The Product Refund will display a negative value.

Click the Ticket # hyperlink to view the Completed Ticket Detail.

The Product Refund completed ticket detail will display all refund amounts as negative values.

If the client has an active Rewards setting, and the client had originally earned points for the completed service and/or ticket, the system will remove the previously earned points from the client’s balances. If the client had redeemed points on the original purchase, the system will add the previously used points to the client’s balances. The Rewards > Earned and Used information displays the removed or added points as negative values.

Click Book Appt, OK, or Email Receipt.

If the ticket meets the criteria for Rebook, then the button will say Rebook. If the ticket does not meet the criteria for Rebook, then the button will say Book Appt.

Refund Electronic Payment

Select Electronic Payment as the Refund Type.

All electronic payments processed for the client during the date range will appear in a list. Check the Select checkbox next to the electronic payment being refunded. 

NOTE: If you are refunding more than one electronic payment, a new Refund transaction will need to be created for each electronic payment being refunded.

Once a electronic payment is selected, the Refund To section will appear. The original Payment Type used for the electronic payment being refunded will be listed, along with the Original Payment Amount

The option to refund to the client’s Account Charge allows for adding the refund value to the account charge balance as a way of giving the client a ‘store credit’.

Implementation for the reversal (refunding) of electronic payments based on the Merchant Gateway settings for Company or Worker occurs upon save.

If the Company or Worker's current payment gateway setting does not match the one used by the original transaction, an automated electronic reversal is not possible. *Note: The AnywhereCommerce gateway for First Nationwide Payments prevents a reversal on stored credit card token

Adjust the Amount to Refund for Payment Type to reflect the refund value. 

If a Cash Drawer is configured for the computer/device being used to issue the refund, the Cash Drawer information will display to indicate which drawer is being affected by the refund.

Click Save to complete the Refund transaction. Click Cancel to discard the Refund transaction.

The Refund transaction will appear in the Tickets List after checking the Show Completed Tickets checkbox. The Electronic Payment Refund will not display any values as the Tickets List doesn’t display any payment totals.

Click the Ticket # hyperlink to view the Completed Ticket Detail.

The Electronic Payment Refund completed ticket detail will display the refund amount as a negative value.

The Electronic Payment Refunds section contains the Ticket # for the ticket where the original electronic payment occurred. 

Click Book Appt, OK, Print Receipt (if a receipt printer is being used) or Email Receipt.

If the ticket meets the criteria for Rebook, then the button will say Rebook. If the ticket does not meet the criteria for Rebook, then the button will say Book Appt.

Refund Client Card

Service refunds display on the client card > Service Log as negative values. The Notes icon, when clicked, will display the word Refund. 

Click the Ticket # hyperlink to view the Refund Completed Ticket Detail

Product refunds display on the client card > Product Log as negative values. 

Click the Ticket # hyperlink to view the Refund Completed Ticket Detail

Electronic Payment refunds do not display on the client card.

STX BeaconSTX Software