In this article, you will learn how to trigger refunds to a credit card directly through the software. We will explain which steps are necessary depending on the payment type and how to process the refund correctly.
Contents:
- Basics of Processing Refunds
- Refunds for Cash register Payments
- Refunds for Online Payments
- Refunds for Membership Fees or Payment Runs
Fast lane
Steps to process refunds:
- Cash register Payments: Navigate to Cash Register/Cancel Receipt and process 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 process the payment using the respective function.
Basics of Processing Refunds
Refunds to credit cards are triggered directly through the software. Important: Use the integrated functions to ensure the process is carried out correctly. Depending on the payment type, there are specific steps to follow.
Refunds for Cash register Payments
If the payment was made at the cash register, you can cancel the corresponding receipt. Please be aware, that you need the physical card that was used to process the refund via the POS Terminal:
- Go to the Cash Register section in Magicline.
- Search for the relevant receipt in the cash journal.
- Select the Cancel Receipt option to trigger the refund.
Refunds for Online Payments
For payments made online, process the refund as follows:
- Open the payment record under Finances / Online Transactions.
- Click on the 3-dot menu next to the payment.
- Select the Refund Payment function to refund the amount to the customer’s credit card.
Refunds for Membership Fees or Payment Runs
If it is a membership fee or payment run, the refund is processed 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 appropriate function to process the refund.