After canceling an item from a customer's purchase history, the refund amount appears in the Shopping Cart area, as well as any additional fees being charged as part of the cancellation (if applicable). These fees will typically be automatically applied based on pre-configured criteria and may vary depending on your facility.
To process the refund, click the $XX.XX Refund button.
The next screen looks very similar to the checkout screen when selling an item, except that instead of selecting a payment method, select a method to refund the account. The receipt options on the right side of the screen are identical.
There are three refund options:
- Refund Apply - the funds will be placed on the customer's household as a credit balance and can be used for purchases in the future.
- Refund Finance - a check will be mailed to the customer's Household Primary Person using the address on file.
- Refund Now - processes the refund as cash out of the cash drawer or back to the client's credit card, if there is one linked. After selecting Refund Now, the proper Pay Code must be selected.
Cash refunds are only issued from a cash drawer with a receipt showing a cash payment for:
- Merchandise within X days (X being up to the facility manager).
- Admissions from the same day.
In all other situations, a check must be issued through the Finance Department.
When refunding by Refund Finance, make sure to verify that the customer's address on file is correct. The check will be mailed to this address, and if it is incorrect, it will significantly increase the amount of time it takes the customer to receive their check.
If the customer requests the check mailed to an alternate address than what's listed in PARKS DIRECT, select the Refund to an alternate address box and then press the Add Refund button. An alternate screen will generate to enter the address.
To complete the refund, click the Process button.
If the desired transaction from a customer is not listed on their account or purchase history, it is possible the customer made the purchase as a daily guest. To complete the refund process, the receipt number is necessary.
Starting in Global Sales, select Daily/Guest Household.
Use the right arrow to navigate across the bar/ribbon and select Purchase History.
Navigate the filter's scroll bar/ribbon until Current Receipt is displayed.
Input the receipt number and the transaction will appear. Highlight the transaction, select Cancel, then select Process.
