How To Refund A Deposit

• Select the appointment with the deposit you are refunding and click ‘Edit’.
• Go to ‘Actions’ in the bottom left hand corner and select either ‘Mark As No Show’ or ‘Cancel Appointment’.

• It will then ask “Do you want to add the deposit to this customers credit balance?” – This option puts the value of the deposit onto the customers instore credit balance for future use within the business.

Click NO if you want to perform a full cash/card refund.

• It will now ask “Would you like to refund this deposit to the customer?”. Select YES.

• You can enter a reason for the refund and select whether you wish to let the client know via email that the appointment is cancelled with the tick box.

• This will then open the Checkout box to allow you to perform the refund. You will see ‘Deposit (Refund)’ and the value of the refund. Click ‘Payment’.

• When the ‘Tips’ screen appears, click straight passed this by clicking ‘Continue’.
• You can now select the payment method for the refund.

IF THEY PAID AN ONLINE DEPOSIT VIA STRIPE, SELECT ‘STRIPE’ AND THEN SELECT THE TRANSACTION FROM THE LIST. THIS WILL SORT BOTH THE REFUND IN S.I CLOUD AND IN YOUR STRIPE ACCOUNT.

IF THEY PAID VIA ANY OTHER METHOD, SELECT THE RELEVANT PAYMENT METHOD AND CLICK ‘ADD PAYMENT’.

PLEASE NOTE – IF YOU SELECT CREDIT/DEBIT AND THEY PAID THEIR DEPOSIT ONLINE, YOU WILL NEED TO MANUALLY REFUND THIS TRANSACTION VIA THE STRIPE PORTAL. MAKE SURE TO USE ‘STRIPE’ AS THE REFUND METHOD FOR ANY ONLINE DEPOSITS.

• Once you have selected the payment method, click ‘Pay’ to complete the refund.