Refund
If you ever need to refund a client, you can do that by heading to that client's particular appointment, or you can head to the "Payments and Products" page to view and refund a transaction that way.
Here's how you can do that right from the appointment details:
- Head to the appointment calendar and open up the appointment you need to refund
- Click on and expand the Ticket Info area to pull up prior transactions
- Then you'll wanna click the Refund button to walk through the refund process. Like this. 👇
Here are the steps to issue a refund via the Transactions list:
- Click the three lines in the upper left and navigate to Settings
- Choose "Payments & Products"
- Select the "Transactions" tab
- Search for a transaction by confirmation number or view by transaction date.
- Click the three vertical dots to the right of the appropriate transaction
- From there you'll have the option to view the transaction details, or process a refund
- Confirm the amount to refund, and the tender-type
- Click "Refund Transaction"
If the refund is over 90 days from the original transaction and you are using Schedulicity Pay, you'll just want to give Clearent a call directly and have them issue the refund at (844)721-7300.
After you refund, the transaction will display as "Refunded" and the funds will return to the client's account, usually in about 3-5 business days, although this could take up to 7-14 business days depending on the bank.
Void
If you are using Schedulicity Pay, account Admin's can also void a credit card transaction if it’s done on the same day as the original charge to avoid processing fees.
- Click the three lines in the upper left and navigate to Settings
- Choose "Payments & Products"Select the "Transactions" tab
- Search for a transaction by confirmation number or view by transaction date.
- Click the three vertical dots to the right of the appropriate transaction
- From there you'll have the option to view the transaction details, process a refund, or void the transaction
- Confirm the amount to void
- Click “Void Transaction"
After you void the transaction it will display as “Void.” Then you’ll have the option to collect funds again for the booking.
*If your business is set up for 2 day funding the void will need to be done by 11:45pm local time and if you are 1 day funding, it needs to be done by 9:30pm CDT. (Only available on web version now, coming soon to iOS.)
Record a Refund
If you aren't using one of our payment processors and just need to record a refund, you can do that here:
- Click the three lines in the upper left and navigate to Settings
- Select "Payments & Products"
- Select the "Transactions" tab
- Search for a transaction by confirmation number, view by transaction date, or search by tender type
- Click the three vertical dots beside the correct transaction, and choose "refund"
- Enter in the refund amount and the refund type. Note that unless you charged the client’s card and have a payment processing account, this is simply a recorded refund in Schedulicity rather than a full refund to the client
- After you refund, the transaction will display as "refunded"