After canceling something from a customer's purchase history, you will see the amount to be refunded in the Shopping Cart area, as well as any additional fees being charged as part of the cancellation. These fees will typically be automatically applied based on pre-configured criteria and may vary depending on your facility.
In the example above, the customer is being charged a fee (1) of $38 from their original payment (2) of $190. $152 is due back to the customer as a refund (3).
To process the refund, click the $XX.XX Refund button (4).
The next screen looks very similar to the checkout screen when selling an item, except instead of selecting a pay code to pay with you select the method by which money should be refunded. The receipt options on the right side of the screen are identical
There are 3 refund options (2):
- 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 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 (2) must be selected.
Cash refunds are issued from a cash drawer only 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 customer's address on file is correct. The check will be mailed to this address and if incorrect will significantly increase the amount of time it takes the customer to receive their check.
If custom wants the check mailed to an alternate address that's different than what's listed in PARKS DIRECT, select the "Refund to an alternate address" box. An alternate screen will generate to enter the address.
To complete the refund, click the Process button.
If when you search a situation and you've looked through a customer's purchase history and no transaction is listed. It may be possible that the customer made the purchase as daily guest. To do this you will need the receipt number.
Starting in Global Sales, select Daily/Guest Household button
Move the arrow until Purchase History, select Purchase History
Slide the scroll bar until Current Receipt is displayed, Input the receipt number, transaction will display, highlight transaction, select Cancel, then Process
