STX Cloud: Refunds

 

If a service, product or electronic payment needs to be refunded fully or partially, process a Refund.

Refunds are categorized by client assignment on tickets (client or no client).

 

Process Client Refund

  • Click Check Out
  • Click Go to Check Out List on the right side of the ticket above the receipt
  • Click (+) Refunds
  • Search for Client to be refunded 
  • Select Refund Type
  • Enter Refunded By user initials (required)
  • Select Search Dates and 
  • Click Search
  • Select one or multiple Checkboxes of items to Refund
  • Confirm or adjust Amount
  • Select if to Deduct From Worker
  • In Refund To table, adjust Amount to Refund per payment type as needed
  • Click Save

 

Process No Client Refund

  • Click Check Out
  • Click Go to Check Out List on the right side of the ticket above the receipt
  • Click (+) Refund No Client
  • Select Refund Type
  • Enter Refunded By user initials (required)
  • Select Search Dates and click Search
  • Select one or multiple Checkboxes of items to Refund
  • Confirm or adjust Amount
  • Select if to Deduct From Worker
  • In Refund To table, adjust Amount to Refund per payment type as needed
  • Click Save
 
 
STX CloudSTX Software