All Collections
Payment
Payment Basics
How do I process a refund?
How do I process a refund?

Refund a credit card transaction, record refund

Angela avatar
Written by Angela
Updated over a week ago

There are a few options to refund a client via Schedulicity. Click ahead to the section that fits you best!

❗Refunds are not issued automatically if an appointment is canceled. All refunds need to be manually processed. Processing fees from refunds are not returned.

Jump to a section:


Refund via the Appointment:

  1. Head to the Appointment Calendar -> click on the appointment to refund -> select View Appointment Details

  2. Expand the Ticket Info -> select the Refund button -> enter the amount

  3. Click Refund Transaction to confirm


Refund from the Tickets:

  1. Navigate to Payments

  2. Select Tickets tab

  3. Search for the transaction by date range or the client's name

  4. Click on the transaction to expand the transaction -> select Refund -> confirm the amount and the tender-type

  5. Select via Refund Transaction to confirm


Refund from the Transactions List:

  1. Navigate to Payments

  2. Search for a transaction -> by confirmation number, date range, or client name

  3. Click the three dots beside the transaction -> choose Refund

  4. Enter the refund amount and tender type (cash, check, other) -> confirm Refund Transaction


Record a Refund

If you aren't using one of our payment processors and need to record a refund in Schedulicity, you can do that here:

  1. Navigate to Payments

  2. Search for a transaction -> by confirmation number, date range, or client name

  3. Click the three dots beside the transaction -> choose Refund

  4. Enter the refund amount and tender type (cash, check, other) -> confirm Refund Transaction

  5. The transaction will now display as refunded


💰 When will my client receive their refund?

  • After you refund, a transaction will display as Refunded in Schedulicity.

  • Funds return to the client's account, in approximately 3-5 business days.

  • Depending on the bank, it could take up to 7-14 business days.


Failed Refunds 🔕

If you are processing on Schedulicity Pay, and notice a failed refund, this happens if there aren't pending funds being deposited into your account. There are no funds coming in to cover the refund.

A few options from here:

  • You can wait until you have another transaction to re-try the refund

  • Refund another way (for example cash or Venmo)

  • Or Customer Support can help you setup a reserve account for times this may occur


Did this answer your question?