Refunding Items
Refunds in Meevo can be executed by:
- Locating the client's completed transaction in the register's History Refund Mode and selecting the items to refund.
- Manually selecting items in the register's Manual Refund Mode. Using this method, you can select any items in the register, regardless of whether or not they appear in the client's purchase history.
- Locating the transaction in Transaction Editor or the client's Transaction History and selecting the register icon > Refund.
To refund items from a completed transaction (History Mode)
With this method, you will locate items from a client's purchase history and select the items to refund. This could be redeemed services, unredeemed services in a purchased package, etc.
- Open the register and, if you have a receipt, enter the transaction number in the Initiate a refund field to immediately populate the Smart Receipt. Skip to Step 8.
- If you don't have the receipt, you'll need to build the refund. Enter the Paying Client.
- Select Refund to place the register in Refund Mode, and select an item category from the list of tiles.
Note when in Refund Mode: To refund a service that was redeemed from a package, locate that service in the Services tile. To refund an unredeemed package service, locate that service in the Packages tile.
- After selecting the category, place the register in History mode from the top-right corner of the right pane. History Mode lists all items from the selected category that were sold to the client. Modes are not available for the Account category.
Note: When refunding a gift card, there is no concept of History or Manual Refund Mode.
Note: You can scan a receipt to automatically add items to the Smart Receipt. This is especially useful if a client is refunding an item from a different location. Simply place the cursor in the Scan receipt (refund) field and scan the receipt.
- Select Apply Refund Total to add the items to refund to the Smart Receipt.
- Select Back to Sale.
Tip: Refund items in the Smart Receipt have editable options, just like items that are being sold.
- You can refund the amount back to a credit card, a card on file, credit on the client's account, cash, check, or a gift card.
- Select Credit Back to Client and enter a Refund Reason. Refund reasons can be viewed via the Transaction Editor (example shown below).
- Select how to credit the client with the refund amount. This can be a new credit card or the one that was used in the transaction (Credit/Debit), a Card on File, Cash, Check, a Gift Card, or a credit on the Client Account.
Note: Refunds can be placed on a debit card, but only if that card was used in the original transaction.
- Select Finalize Sale to complete the refund.
To manually refund items (Manual Mode)
You can also issue refunds by selecting any item in the register, regardless of whether or not it is part of the client's purchase history. Note that if you do select an item that is part of the client's purchase history, Meevo will offer you the option of linking the refund to that purchase.
- Open the register and enter the paying client.
- Select Refund to place the register in Refund Mode, and select a category from the list of tiles.
- After selecting the category, place the register in Manual mode from the top-right corner of the right pane. Manual Mode allows you to select any item for refund, regardless of whether or not it is in the client's purchase history. Note that Modes are not available for the Account category.
- Select the item(s) to refund. If refunding a product, you can select Return to Shelf to add the refunded product back to its on-hand count.
Note: If you select an item that is part of the client's purchase history, Meevo will offer you the option of linking the refund to that purchase.
- Select Back to Sale.
Tip: Refund items in the Smart Receipt have editable options, just like items that are being sold.
- Select Credit Back to Client and enter a Refund Reason.
- Select how to credit the client with the refund amount. This can be a credit card, a card on file, cash, check, or a gift card.
- Select Finalize Sale to complete the refund.
To perform a partial refund
Certain situations may call for you to partially refund an item, generally to satisfy an unhappy client or to correct a mistake. For example:
- If a client is partially dissatisfied with a service (e.g., they like the haircut but not the color)
- If a client returns a product that has been partially used
- If the wrong amount was loaded onto a gift card
- If a client wants to refund a partially used package
- If a client accidentally tipped more than they intended
Partially refunding a product or service
- Follow the steps laid out at the beginning of this article to choose the client and transaction you'll be refunding, and apply the refund to the transaction.
- Do not exit Refund Mode!
- After the item is added to the Smart Receipt, select the Refund Amount to enter a new value.
- Select Back to Sale and finalize the transaction.
Partially refunding a gift card
- Follow the steps laid out at the beginning of this article to choose the client you'll be refunding.
- While in Refund Mode, select the gift card that will be partially refunded.
- After selecting the gift card, enter a new Refund Amount.
There are two possibilities when refunding a gift card: Full Refund and Partial Refund.- In a full refund, the client is refunded the price paid for the gift card, minus any amount that has already been redeemed or refunded. At the conclusion of the transaction, the gift card will have no value left on it.
- A partial refund is considered anything less than a full refund. Partial refunds have no impact on gift card value. Partial refunds are generally applied when a client was charged the wrong price for a gift card. The difference can be refunded to the client without affecting the gift card balance.
- Select Apply Refund.
- Select Back to Sale and finalize the transaction.
Partially refunding a package
- Follow the steps laid out at the beginning of this article to choose the client you'll be refunding.
- While in Refund Mode, select the package that will be partially refunded.
- On the package details screen, enter the number of package items to refund. The weighted value of those items appears in the green Apply Refund button.
- Select Apply Refund.
- Select Back to Sale and finalize the transaction.
Partially refunding a tip
- Follow the steps laid out at the beginning of this article to choose the client and tip you'll be refunding, and apply the refund to the transaction.
- Do not exit Refund Mode!
- Select ADD TIP from the bottom of the Smart Receipt.
- Select the Employee Specific Tip tab, and note the full tip is being refunded. This is normal!
- Select Add Employee and choose the same employee you are doing the refund for.
- Enter the tip amount they should be receiving now, and select OK. For example, if a client gave a $55 tip but meant to give $50, you would enter $50 in this step.
- Select Back to Sale.
- Confirm the Credit Back to Client amount at the bottom of the screen is correct. If not, select ADD TIP again and adjust as needed.
- Finalize the transaction.