In this article, you will learn how to initiate refunds to a credit card directly through the software. We explain which steps are necessary depending on the payment method and how to correctly execute the refund.
Contents:
- Basics of refunds
- Refunds for cash register payments
- Refunds for online payments
- Refunds for membership fees or payment runs
Fast lane
Here’s how to process refunds:
- Cash register payments: Navigate to Cash register/Cancel receipt and perform the cancellation.
- Online payments: Go to the 3-dot menu of the payment and select Refund payment.
- Membership fees/payment runs: Open the member account and edit the payment via the corresponding function.
Basics of refunds
Refunds to credit cards are initiated directly through the software. Important: Use the integrated functions to ensure the process is carried out correctly. Depending on the payment method, there are specific steps to follow.
Refunds for cash register payments
If the payment was made at the cash register, you can cancel the associated receipt. Please note that you do not need the physical card for the refund at the POS terminal:
- Go to the Cash register menu in Magicline.
- Find the corresponding receipt via the cash register journal.
- Select the option Cancel receipt to trigger the refund.
Refunds for online payments
For payments made online, process the refund as follows:
- Open the relevant payment under Finance / Online transactions.
- Click on the 3-dot menu next to the payment.
- Select the function Refund payment to refund the amount to the customer's credit card.
Refunds for membership fees or payment runs
If it concerns a membership fee or payment run, the refund is made via the member account:
- Open the customer's member account.
- Navigate to the payment to be refunded.
- Click on the three dots to the right of the payment and select the corresponding function to refund the amount.