If you ever need to refund a client, here's how you can do that right from Schedulicity:

  1. Start by going to the Settings tab
  2. Open the “Payments” page.
  3. Search for a transaction by confirmation number or view by transaction date.
  4. Select the transaction to view the details and refund. You can choose to refund the full amount or type in a custom amount to refund.

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.

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

  1. You can record a refunded for a transaction by going to the Settings tab
  2. Open the “Payments” page
  3. Search for a transaction by confirmation number, view by transaction date, or search by tender type
  4. Select the transaction
  5. Hit the “refund” text at the top of the page
  6. 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
  7. After you refund, the transaction will display as refunded
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