[{"data":1,"prerenderedAt":1411},["ShallowReactive",2],{"help:\u002Fhelp\u002Fcheckout\u002Fundo-a-sale":3,"help-all-categories:en":252,"help-cat-articles:\u002Fhelp\u002Fcheckout\u002Fundo-a-sale":382,"help-related:\u002Fhelp\u002Fcheckout\u002Fundo-a-sale":383,"help-live-topics:\u002Fhelp\u002Fcheckout\u002Fundo-a-sale":1396,"help-counterparts:\u002Fhelp\u002Fcheckout\u002Fundo-a-sale":1397},{"id":4,"title":5,"audience":6,"body":7,"category":226,"description":227,"draft":228,"extension":229,"icon":230,"keywords":231,"locale":239,"meta":240,"navigation":241,"order":242,"path":243,"related":244,"seo":247,"sourceHash":248,"stem":249,"translationReviewed":228,"updatedAt":250,"__hash__":251},"help\u002Fhelp\u002Fcheckout\u002Fundo-a-sale.md","Undo a sale that took no money","clinic",{"type":8,"value":9,"toc":209},"minimark",[10,14,19,42,46,108,111,123,127,156,159,163,167,170,202,206],[11,12,13],"p",{},"When a sale was covered entirely by a client's package sessions, membership credits or points, it closes at $0 with no payment, so there is nothing to refund. If it was rung up by mistake, for the wrong client or the wrong service, undo it instead: the client gets their sessions, credits and points back, the sale is voided, and its appointment goes back on the calendar to be checked out again.",[15,16,18],"h2",{"id":17},"before-you-start","Before you start",[20,21,22,30],"ul",{},[23,24,25,29],"li",{},[26,27,28],"strong",{},"Who can do it:"," admins and owners, or anyone whose role can void sales.",[23,31,32,35,36,41],{},[26,33,34],{},"The sale took no money."," If any part was paid by card, cash or gift card, refund it instead. See ",[37,38,40],"a",{"href":39},"\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer","Refunds and the cash drawer",".",[15,43,45],{"id":44},"undo-the-sale","Undo the sale",[47,48,49,54,68,72,83,87,94,98],"steps",{},[50,51,53],"h3",{"id":52},"open-the-sales-receipt","Open the sale's receipt",[11,55,56,57,60,61,64,65,41],{},"Go to ",[26,58,59],{},"Point of sale → Sales"," and select the sale. You can also open it from the client's profile, under ",[26,62,63],{},"Sales",", or from the calendar: select the appointment, then ",[26,66,67],{},"View sale",[50,69,71],{"id":70},"choose-undo-sale","Choose Undo sale",[11,73,74,75,78,79,82],{},"On the receipt, select ",[26,76,77],{},"Undo sale",". On a phone, and in the calendar's sale panel, it's in the ",[26,80,81],{},"⋮"," menu.",[50,84,86],{"id":85},"give-a-reason","Give a reason",[11,88,89,90,93],{},"Enter a ",[26,91,92],{},"Reason",", such as \"Redeemed on the wrong client\". It's kept on the audit log.",[50,95,97],{"id":96},"confirm","Confirm",[11,99,100,101,103,104,107],{},"Select ",[26,102,77],{},". You see ",[26,105,106],{},"Sale undone",": the sessions, credits and points are back on the client's account.",[11,109,110],{},"Undoing a sale also takes back the commission it earned and puts any product it included back in stock. It can't be reversed, but you can check the appointment out again.",[112,113,114],"tip",{},[11,115,116,117,119,120,122],{},"Just finished the checkout? The finished sale's ",[26,118,81],{}," menu has ",[26,121,77],{},", which opens the receipt.",[15,124,126],{"id":125},"check-it-worked","Check it worked",[20,128,129,142,149],{},[23,130,131,132,135,136,139,140,41],{},"The receipt says ",[26,133,134],{},"This sale was voided",", and the sale shows as ",[26,137,138],{},"Voided"," in ",[26,141,59],{},[23,143,144,145,148],{},"On the client's ",[26,146,147],{},"Items",", the package or membership shows the sessions back.",[23,150,151,152,155],{},"On the calendar, the appointment is back and offers ",[26,153,154],{},"Checkout",", so you can ring it up the right way.",[11,157,158],{},"If you check the appointment out again, the client isn't thanked for the visit twice.",[15,160,162],{"id":161},"if-something-goes-wrong","If something goes wrong",[50,164,166],{"id":165},"i-dont-see-undo-sale","I don't see Undo sale",[11,168,169],{},"Undo sale shows only when every part of it can be reversed. It's missing when:",[20,171,172,178,184,190,196],{},[23,173,174,177],{},[26,175,176],{},"Money was taken."," Refund the sale instead.",[23,179,180,183],{},[26,181,182],{},"The sale still owes a balance."," Collect it or finish the sale first.",[23,185,186,189],{},[26,187,188],{},"The sale sold a package, membership or gift card",", rather than using one. Adjust that item from the client's profile instead.",[23,191,192,195],{},[26,193,194],{},"The sale was imported"," from your previous system.",[23,197,198,201],{},[26,199,200],{},"Your role can't void sales."," Ask an admin or owner.",[50,203,205],{"id":204},"this-sale-took-a-payment-so-refund-it-instead","\"This sale took a payment, so refund it instead\"",[11,207,208],{},"A payment was added to the sale since you opened it. Refund it instead.",{"title":210,"searchDepth":211,"depth":211,"links":212},"",2,[213,214,221,222],{"id":17,"depth":211,"text":18},{"id":44,"depth":211,"text":45,"children":215},[216,218,219,220],{"id":52,"depth":217,"text":53},3,{"id":70,"depth":217,"text":71},{"id":85,"depth":217,"text":86},{"id":96,"depth":217,"text":97},{"id":125,"depth":211,"text":126},{"id":161,"depth":211,"text":162,"children":223},[224,225],{"id":165,"depth":217,"text":166},{"id":204,"depth":217,"text":205},"checkout","Undo a sale paid only with package sessions, membership credits or points, so the client gets them back and the sale is voided.",false,"md","i-lucide-undo-2",[232,233,234,235,236,237,238],"undo sale","give back package session","wrong client redeemed session","return membership credit","void a zero dollar sale","redeemed by mistake","check out an appointment again","en",{},true,45,"\u002Fhelp\u002Fcheckout\u002Fundo-a-sale",[39,245,246],"\u002Fhelp\u002Fcheckout\u002Fredeem-gift-cards-packages-and-memberships","\u002Fhelp\u002Fcheckout\u002Fsales-history-and-receipts",{"title":5,"description":227},null,"help\u002Fcheckout\u002Fundo-a-sale","2026-10-21","P79ILUzUBELoVQQ_5lY563PvHal2bbpmocdmQyMEc4s",[253,264,273,281,291,301,311,321,331,341,351,361,372],{"id":254,"title":255,"audience":6,"description":256,"extension":257,"icon":258,"locale":239,"meta":259,"order":260,"slug":261,"stem":262,"__hash__":263},"helpCategories\u002Fhelp\u002Fcategories\u002Fgetting-started.yml","Getting started","Set up your workspace, learn the layout, and run your first day.","yml","i-lucide-compass",{},1,"getting-started","help\u002Fcategories\u002Fgetting-started","XWdLlczvAN2WkYFBnnFsRmqcxjJZ2gKwKvv6uq-Vz4E",{"id":265,"title":266,"audience":6,"description":267,"extension":257,"icon":268,"locale":239,"meta":269,"order":211,"slug":270,"stem":271,"__hash__":272},"helpCategories\u002Fhelp\u002Fcategories\u002Fcalendar.yml","Calendar & booking","Book, move, and cancel appointments. Block time, work the waitlist, and read the grid at a glance.","i-lucide-calendar",{},"calendar","help\u002Fcategories\u002Fcalendar","z3KR3OktnhLsaie4PXcbGNMx2_qwpSKICgucJhJPImo",{"id":274,"title":275,"audience":6,"description":276,"extension":257,"icon":277,"locale":239,"meta":278,"order":217,"slug":226,"stem":279,"__hash__":280},"helpCategories\u002Fhelp\u002Fcategories\u002Fcheckout.yml","Checkout & payments","Ring up a sale, take tips, handle deposits and fees, issue refunds, and close the drawer.","i-lucide-credit-card",{},"help\u002Fcategories\u002Fcheckout","d3fGaGbg8UVNzV86Sm3UhMBmMVU5Uq7xuctHaJF8YEg",{"id":282,"title":283,"audience":6,"description":284,"extension":257,"icon":285,"locale":239,"meta":286,"order":287,"slug":288,"stem":289,"__hash__":290},"helpCategories\u002Fhelp\u002Fcategories\u002Fclients.yml","Clients & forms","Add and find clients, read a client profile, and send forms and consents.","i-lucide-users",{},4,"clients","help\u002Fcategories\u002Fclients","dyjAyAySpkmSCM4wiDyiDzqMd8ozhtKDP-iw7hL5GB8",{"id":292,"title":293,"audience":6,"description":294,"extension":257,"icon":295,"locale":239,"meta":296,"order":297,"slug":298,"stem":299,"__hash__":300},"helpCategories\u002Fhelp\u002Fcategories\u002Fretail.yml","Memberships, gift cards & stock","Memberships, packages and gift cards clients spend down over time, plus discounts, products and stock.","i-lucide-gift",{},5,"retail","help\u002Fcategories\u002Fretail","_LyI2n8iDSMGQx_VrxsZYiqFdvhoiBB-wdOVIQERjow",{"id":302,"title":303,"audience":6,"description":304,"extension":257,"icon":305,"locale":239,"meta":306,"order":307,"slug":308,"stem":309,"__hash__":310},"helpCategories\u002Fhelp\u002Fcategories\u002Foperations.yml","Operations","The internal side of the business, covering your written playbook, Planner boards, venue incidents, and the policies everyone signs.","i-lucide-briefcase",{},6,"operations","help\u002Fcategories\u002Foperations","luSTIvbrxAnMbbljwzuwD35YR2Xq6-n6HziARRXrq14",{"id":312,"title":313,"audience":6,"description":314,"extension":257,"icon":315,"locale":239,"meta":316,"order":317,"slug":318,"stem":319,"__hash__":320},"helpCategories\u002Fhelp\u002Fcategories\u002Fteam.yml","Team & scheduling","Invite your team, set working hours and shifts, and handle timesheets, time off, commission and payroll.","i-lucide-id-card",{},7,"team","help\u002Fcategories\u002Fteam","82p-BQ6CYYNNt1GO80K3LXk-zcP5_6Tz-OA8hzQWB0Q",{"id":322,"title":323,"audience":6,"description":324,"extension":257,"icon":325,"locale":239,"meta":326,"order":327,"slug":328,"stem":329,"__hash__":330},"helpCategories\u002Fhelp\u002Fcategories\u002Fgrowth.yml","Reports & growth","Read and export your reports, and grow with campaigns, automations, reviews, loyalty and Oryx.","i-lucide-trending-up",{},8,"growth","help\u002Fcategories\u002Fgrowth","8zQ8GEUGer6qaVxqH4V6H7Qa1R1CPcZ1gkGsL74JZSQ",{"id":332,"title":333,"audience":6,"description":334,"extension":257,"icon":335,"locale":239,"meta":336,"order":337,"slug":338,"stem":339,"__hash__":340},"helpCategories\u002Fhelp\u002Fcategories\u002Fsettings.yml","Settings & admin","Services and pricing, who can see what, and moving your data in from another system.","i-lucide-settings",{},9,"settings","help\u002Fcategories\u002Fsettings","Rh-1T4iTtJkcK-o-n1olOGqTuFb3u3HsJ3w9anPS5Ak",{"id":342,"title":343,"audience":6,"description":344,"extension":257,"icon":345,"locale":239,"meta":346,"order":347,"slug":348,"stem":349,"__hash__":350},"helpCategories\u002Fhelp\u002Fcategories\u002Faccount.yml","Your login and profile","Your own login, password, two-factor security, profile, and language.","i-lucide-user-circle",{},10,"account","help\u002Fcategories\u002Faccount","8rq4IYJIBjfrS6vI3NVuFEa6_2DFJY9hHbhft5lmpYA",{"id":352,"title":353,"audience":6,"description":354,"extension":257,"icon":355,"locale":239,"meta":356,"order":357,"slug":358,"stem":359,"__hash__":360},"helpCategories\u002Fhelp\u002Fcategories\u002Fclasses.yml","Classes","Set up class types and a weekly timetable, run the roster and check-in, and change or cancel a class.","i-lucide-users-round",{},11,"classes","help\u002Fcategories\u002Fclasses","FSCZW6YrpwxAdhnLI0Ifyxs7zSnOE5ugnsH8kDrDi-s",{"id":362,"title":363,"audience":364,"description":365,"extension":257,"icon":366,"locale":239,"meta":367,"order":368,"slug":369,"stem":370,"__hash__":371},"helpCategories\u002Fhelp\u002Fcategories\u002Fbook-online.yml","Book online","client","Booking, paying, and managing your visit from your venue's booking page and the private links they send you.","i-lucide-globe",{},20,"book-online","help\u002Fcategories\u002Fbook-online","GGAAKN9iClyv52FA3Er7Af4YQtGbIzTRT303vOeiSB4",{"id":373,"title":374,"audience":364,"description":375,"extension":257,"icon":376,"locale":239,"meta":377,"order":378,"slug":379,"stem":380,"__hash__":381},"helpCategories\u002Fhelp\u002Fcategories\u002Fportal.yml","Your account and visits","Booking from your account, managing your visits, and using your wallet, memberships and rewards.","i-lucide-user-round",{},21,"portal","help\u002Fcategories\u002Fportal","uo0Lw9Pu1VwWJX1_sOT4LXIaNXQ4An31M7StYYHtcBw",[],[384,855,1137],{"id":385,"title":40,"audience":6,"body":386,"category":226,"description":836,"draft":228,"extension":229,"icon":837,"keywords":838,"locale":239,"meta":846,"navigation":241,"order":847,"path":39,"related":848,"seo":851,"sourceHash":248,"stem":852,"translationReviewed":228,"updatedAt":853,"__hash__":854},"help\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer.md",{"type":8,"value":387,"toc":806},[388,391,393,411,415,518,525,528,532,560,566,570,576,580,583,603,606,610,613,679,688,696,703,707,725,729,753,755,776,778,782,785,789,792,796,799,803],[11,389,390],{},"Give a client their money back, all of it or part of it, and keep the cash drawer honest from the morning float to the evening count.",[15,392,18],{"id":17},[20,394,395,405],{},[23,396,397,400,401,404],{},[26,398,399],{},"Refunds"," need the refund permission. Without it, there's no ",[26,402,403],{},"Refund"," button on your sales.",[23,406,407,410],{},[26,408,409],{},"The cash drawer"," has its own permission, separate from taking payments. Counting, closing and correcting it needs the drawer's manage permission.",[15,412,414],{"id":413},"refund-a-sale","Refund a sale",[47,416,417,421,438,442,450,454,461,465,486,488,493,497,510,513],{},[50,418,420],{"id":419},"find-the-sale","Find the sale",[11,422,56,423,425,426,429,430,433,434,437],{},[26,424,59],{}," and find the sale. Use ",[26,427,428],{},"From",", ",[26,431,432],{},"To"," and ",[26,435,436],{},"Find client"," to narrow the list.",[50,439,441],{"id":440},"open-the-refund-panel","Open the refund panel",[11,443,100,444,446,447,449],{},[26,445,403],{}," on the sale's row. You can also select ",[26,448,403],{}," at the top of its receipt.",[50,451,453],{"id":452},"pick-the-payment","Pick the payment",[11,455,456,457,460],{},"A sale paid with more than one method has more than one payment. Under ",[26,458,459],{},"Refund from",", choose the one you're refunding. Each shows its method, when it was taken and how much is left to refund.",[50,462,464],{"id":463},"choose-what-to-refund","Choose what to refund",[11,466,467,468,471,472,475,476,478,479,482,483,41],{},"Under ",[26,469,470],{},"What to refund",", choose ",[26,473,474],{},"Whole sale"," for everything left on that payment, ",[26,477,147],{}," to pick the items coming back, or ",[26,480,481],{},"Amount"," to type a sum. An item comes back at what the client paid for it, after its share of any deal or discount. Only services and products can come back on their own: anything else on the sale, such as a gift card, package or membership, shows ",[26,484,485],{},"Goes back only with the whole sale",[50,487,86],{"id":85},[11,489,89,490,492],{},[26,491,92],{},". It's required and goes in the audit log.",[50,494,496],{"id":495},"decide-about-stock","Decide about stock",[11,498,499,500,502,503,505,506,509],{},"For ",[26,501,474],{}," or ",[26,504,147],{},", tick ",[26,507,508],{},"Restock items"," to put the products back in stock at this location. A refund by amount always leaves stock where it is.",[50,511,403],{"id":512},"refund",[11,514,100,515,517],{},[26,516,403],{}," and the amount. The money goes back to the client by the method they paid with.",[519,520],"help-shot",{"alt":521,"height":522,"src":523,"width":524},"The refund panel for Jordan Hayes's $192.69 card sale: Refund from Card, What to refund with Whole sale, Items and Amount, a required Reason, Restock items, and Refund $192.69.",854,"\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer\u002Frefund.webp",560,[11,526,527],{},"You can refund a sale more than once. After a partial refund, the panel offers only what's left, and each refund keeps its own reason.",[50,529,531],{"id":530},"what-a-refund-reverses","What a refund reverses",[20,533,534,540,546,552],{},[23,535,536,539],{},[26,537,538],{},"Loyalty points"," earned on what comes back are taken back. A refund by amount takes back the same share of the points.",[23,541,542,545],{},[26,543,544],{},"Commission"," follows the items refunded.",[23,547,548,551],{},[26,549,550],{},"Package and membership use"," comes back to the client on a whole-sale refund.",[23,553,554,557,558,41],{},[26,555,556],{},"Stock"," returns only when you tick ",[26,559,508],{},[561,562,563],"note",{},[11,564,565],{},"A card refund sends the client the full amount you refund. The card processing fee on the original charge isn't returned to you. The exception is money Owneli took by mistake, such as a payment link that collected more than the sale owed: refunding that returns the fee too.",[50,567,569],{"id":568},"refunding-a-gift-that-hasnt-been-sent-yet","Refunding a gift that hasn't been sent yet",[11,571,572,573,41],{},"A gift card sold to be sent on a later date can be refunded with the whole sale like any other. The refund voids the card and cancels the send, so the recipient never gets the email. The card's panel shows ",[26,574,575],{},"Not sent",[50,577,579],{"id":578},"refunding-a-membership-renewal","Refunding a membership renewal",[11,581,582],{},"When the payment is an automatic membership renewal, the panel shows the period it paid for and how much of it the client has used, and suggests a refund of the charge minus what was used. Then choose what happens to the membership:",[20,584,585,591,597],{},[23,586,587,590],{},[26,588,589],{},"Refund and end now"," removes the renewal's unused credits, turns auto-renew off and ends the membership today.",[23,592,593,596],{},[26,594,595],{},"Refund and end at period end"," keeps the credits until the period ends, then ends the membership.",[23,598,599,602],{},[26,600,601],{},"Goodwill refund only"," leaves the membership as it is.",[11,604,605],{},"Credits already used are never taken back.",[15,607,609],{"id":608},"run-the-cash-drawer","Run the cash drawer",[11,611,612],{},"The drawer turns a day of cash into a count you can check. Open it in the morning, sell as normal, and count it at night.",[47,614,615,619,636,640,643,647,658,662],{},[50,616,618],{"id":617},"open-the-drawer","Open the drawer",[11,620,56,621,624,625,628,629,632,633,41],{},[26,622,623],{},"Point of sale → Cash drawer",". Under ",[26,626,627],{},"Start of day",", enter your ",[26,630,631],{},"Opening float",", the cash you're starting with, and select ",[26,634,635],{},"Open drawer",[50,637,639],{"id":638},"sell-as-normal","Sell as normal",[11,641,642],{},"Every cash payment and cash refund counts against the open drawer.",[50,644,646],{"id":645},"count-the-drawer","Count the drawer",[11,648,649,650,653,654,657],{},"At the end of the day, under ",[26,651,652],{},"End of day",", count every note and coin and type the total in ",[26,655,656],{},"Counted total",". The expected amount shows as a guide.",[50,659,661],{"id":660},"close-it","Close it",[11,663,100,664,667,668,671,672,675,676,41],{},[26,665,666],{},"Close drawer",". If the count is more than $20 short or over, Owneli asks ",[26,669,670],{},"Close with a difference?",": add a ",[26,673,674],{},"Note"," saying why, then select ",[26,677,678],{},"Close anyway",[519,680,685],{"alt":681,"height":682,"src":683,"width":684},"The Start of day card: Open the drawer, an Opening float field, an optional note and the Open drawer button.",445,"\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer\u002Fopen-drawer.webp",696,[11,686,687],{},"Morning: open the drawer with your float.",[519,689,693],{"alt":690,"height":691,"src":692,"width":684},"The End of day card: Count the drawer, a Counted total field with the expected amount under it, an optional note and the Close drawer button.",416,"\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer\u002Fcount-drawer.webp",[11,694,695],{},"Evening: count it and close it.",[11,697,698,699,702],{},"The close becomes a Z-report under ",[26,700,701],{},"Z-report history",", comparing your count with what was expected: the float, plus cash sales, minus cash refunds, cash drops and tip pay-outs.",[50,704,706],{"id":705},"during-the-day","During the day",[20,708,709,715],{},[23,710,711,714],{},[26,712,713],{},"Record a cash drop"," when you move cash to the safe or the bank, so the count at close still adds up.",[23,716,717,720,721,724],{},[26,718,719],{},"Tips to pay out"," lists cash tips waiting for each team member. Select ",[26,722,723],{},"Pay out"," to record handing them over.",[50,726,728],{"id":727},"correct-a-closed-count","Correct a closed count",[11,730,731,732,734,735,738,739,742,743,745,746,749,750,41],{},"Typed the wrong figure? Open the closed session in ",[26,733,701],{}," and select ",[26,736,737],{},"Correct count",". Enter the ",[26,740,741],{},"Corrected count"," and a ",[26,744,92],{},", then select ",[26,747,748],{},"Save correction",". The original count stays on record beside the correction, and the session shows ",[26,751,752],{},"Corrected",[15,754,126],{"id":125},[20,756,757,770],{},[23,758,759,760,433,763,766,767,41],{},"A refund appears on the original receipt as ",[26,761,762],{},"Refunded",[26,764,765],{},"Net paid",", and in ",[26,768,769],{},"Reports → Refunds & voids",[23,771,772,773,775],{},"A closed drawer appears at the top of ",[26,774,701],{},", marked balanced, over or short.",[15,777,162],{"id":161},[50,779,781],{"id":780},"theres-no-refund-button-on-a-sale","There's no Refund button on a sale",[11,783,784],{},"Your role can't refund, or there's nothing left to refund on that sale. A sale saved as unpaid has no payment to refund yet.",[50,786,788],{"id":787},"the-refund-is-more-than-one-payment-can-cover","The refund is more than one payment can cover",[11,790,791],{},"Each refund comes from one payment. For a sale paid with several methods, refund each payment in turn.",[50,793,795],{"id":794},"cash-taken-with-no-drawer-open","\"Cash taken with no drawer open\"",[11,797,798],{},"A cash payment was taken with no drawer open, so it isn't in any count. The next drawer you open includes it in its expected total.",[50,800,802],{"id":801},"an-action-says-to-close-the-drawer-first","An action says to close the drawer first",[11,804,805],{},"Some actions, such as archiving a team member, wait until their open drawer is counted and closed.",{"title":210,"searchDepth":211,"depth":211,"links":807},[808,809,821,829,830],{"id":17,"depth":211,"text":18},{"id":413,"depth":211,"text":414,"children":810},[811,812,813,814,815,816,817,818,819,820],{"id":419,"depth":217,"text":420},{"id":440,"depth":217,"text":441},{"id":452,"depth":217,"text":453},{"id":463,"depth":217,"text":464},{"id":85,"depth":217,"text":86},{"id":495,"depth":217,"text":496},{"id":512,"depth":217,"text":403},{"id":530,"depth":217,"text":531},{"id":568,"depth":217,"text":569},{"id":578,"depth":217,"text":579},{"id":608,"depth":211,"text":609,"children":822},[823,824,825,826,827,828],{"id":617,"depth":217,"text":618},{"id":638,"depth":217,"text":639},{"id":645,"depth":217,"text":646},{"id":660,"depth":217,"text":661},{"id":705,"depth":217,"text":706},{"id":727,"depth":217,"text":728},{"id":125,"depth":211,"text":126},{"id":161,"depth":211,"text":162,"children":831},[832,833,834,835],{"id":780,"depth":217,"text":781},{"id":787,"depth":217,"text":788},{"id":794,"depth":217,"text":795},{"id":801,"depth":217,"text":802},"Refund a whole sale, chosen items or an amount, see what a refund reverses, and open, count, close and correct the cash drawer.","i-lucide-banknote",[839,840,841,842,843,844,845],"refund one item from a sale","partial refund","refund a sale twice","restock a refunded product","cash drawer over short","correct a drawer count","open the till",{},40,[246,849,850],"\u002Fhelp\u002Fcheckout\u002Ftake-a-payment","\u002Fhelp\u002Fgrowth\u002Ffind-and-read-a-report",{"title":40,"description":836},"help\u002Fcheckout\u002Frefunds-and-the-cash-drawer","2026-11-06","nkR7hOujFYsMivilq2JNWTSojsCZ95zHt4C5NZEaWs0",{"id":856,"title":857,"audience":6,"body":858,"category":226,"description":1119,"draft":228,"extension":229,"icon":1120,"keywords":1121,"locale":239,"meta":1128,"navigation":241,"order":1129,"path":245,"related":1130,"seo":1133,"sourceHash":248,"stem":1134,"translationReviewed":228,"updatedAt":1135,"__hash__":1136},"help\u002Fhelp\u002Fcheckout\u002Fredeem-gift-cards-packages-and-memberships.md","Redeem a gift card, package, or membership at checkout",{"type":8,"value":859,"toc":1096},[860,863,865,882,886,930,934,988,994,1000,1016,1020,1031,1035,1038,1040,1053,1055,1059,1066,1070,1073,1077,1080,1084,1087,1091],[11,861,862],{},"Let a client pay with value they already hold: a gift card, a session from a package, a credit or balance from their membership, or account credit. Whatever it doesn't cover stays on the sale for another method.",[15,864,18],{"id":17},[20,866,867,876],{},[23,868,869,872,873,875],{},[26,870,871],{},"Packages, memberships and account credit"," belong to a client, so the sale needs that ",[26,874,364],{}," on it.",[23,877,878,881],{},[26,879,880],{},"A gift card"," works for anyone who has its code.",[15,883,885],{"id":884},"redeem-a-gift-card","Redeem a gift card",[47,887,888,892,902,906,920,924],{},[50,889,891],{"id":890},"choose-gift-card","Choose Gift card",[11,893,894,895,898,899,41],{},"On the payment step, under ",[26,896,897],{},"Method",", select ",[26,900,901],{},"Gift card",[50,903,905],{"id":904},"enter-the-code","Enter the code",[11,907,908,909,912,913,916,917,41],{},"Type the 12-character code in ",[26,910,911],{},"Gift card code",". Dashes are optional. The card's balance appears, with ",[26,914,915],{},"Covers it"," or the amount ",[26,918,919],{},"Still owed",[50,921,923],{"id":922},"charge-it","Charge it",[11,925,100,926,929],{},[26,927,928],{},"Charge",". The card pays up to its balance. Anything left stays on the sale: take it with the next method.",[15,931,933],{"id":932},"redeem-a-package-session-or-membership-credit","Redeem a package session or membership credit",[47,935,936,940,963,967,970,973],{},[50,937,939],{"id":938},"choose-the-benefit","Choose the benefit",[11,941,894,942,898,944,502,947,950,951,953,954,950,957,959,960,41],{},[26,943,897],{},[26,945,946],{},"Package",[26,948,949],{},"Membership",". ",[26,952,946],{}," shows how many sessions are left, such as ",[26,955,956],{},"3 sessions left",[26,958,949],{}," shows ",[26,961,962],{},"credit",[50,964,966],{"id":965},"pick-which-one-if-theres-a-choice","Pick which one, if there's a choice",[11,968,969],{},"If the client holds more than one that fits, pick the one to use. It covers the matching service on the sale.",[50,971,923],{"id":972},"charge-it-1",[11,974,975,976,979,980,983,984,987],{},"A card below shows the package or membership, ",[26,977,978],{},"Covers"," the matching service, and the amount it takes off. Select ",[26,981,982],{},"Redeem 1 session",", or ",[26,985,986],{},"Redeem 1 credit"," for a membership. One session comes off the client's package or membership.",[11,989,990,993],{},[26,991,992],{},"Membership balance"," works the same way for a membership that adds money to a wallet each period: it pays like store credit, up to the balance.",[519,995],{"alt":996,"height":997,"src":998,"width":999},"The Method choices on the payment step for a client with a membership and a saved card: Visa ending 4242 (Card on file) chosen first, then External terminal, Cash, Check, Gift card, Membership with credit under it, and Self checkout.",390,"\u002Fhelp\u002Fcheckout\u002Fredeem-gift-cards-packages-and-memberships\u002Fmethods.webp",708,[112,1001,1002],{},[11,1003,1004,1005,1008,1009,1012,1013,41],{},"Selling a package and using its first session in the same visit? The cart offers ",[26,1006,1007],{},"Cover with a package",". Select ",[26,1010,1011],{},"Cover",", and the service line shows ",[26,1014,1015],{},"Package benefit · $0",[15,1017,1019],{"id":1018},"use-account-credit","Use account credit",[11,1021,1022,1023,1026,1027,1030],{},"When a client has account credit, such as a referral reward or a left-over deposit, the payment step shows ",[26,1024,1025],{},"Available credit"," with the amount. Select ",[26,1028,1029],{},"Apply"," to use it.",[15,1032,1034],{"id":1033},"tips-are-paid-separately","Tips are paid separately",[11,1036,1037],{},"Packages, memberships, membership balances and account credit pay for the visit, never the tip. A tip on a fully covered visit is left on the sale, so the client can still add one by card or cash.",[15,1039,126],{"id":125},[11,1041,1042,1043,1045,1046,429,1048,502,1050,1052],{},"Each redemption prints on the receipt as its own payment line: ",[26,1044,901],{}," with the balance left, ",[26,1047,946],{},[26,1049,949],{},[26,1051,992],{},". The client's package or membership shows one session fewer.",[15,1054,162],{"id":161},[50,1056,1058],{"id":1057},"package-or-membership-isnt-offered","Package or Membership isn't offered",[11,1060,1061,1062,41],{},"There's no client on the sale, the package or membership has expired or been used up, nothing on the sale is covered by it, or it isn't valid at this location. A membership with a failed renewal payment is locked until the payment is sorted. See ",[37,1063,1065],{"href":1064},"\u002Fhelp\u002Fretail\u002Ffix-a-failed-membership-payment","Fix a failed membership payment",[50,1067,1069],{"id":1068},"the-gift-card-is-refused","The gift card is refused",[11,1071,1072],{},"The message says why: no card with that code, the card has expired or been cancelled, it has no balance left, or it isn't valid at this location.",[50,1074,1076],{"id":1075},"gift-card-isnt-in-the-list-at-all","Gift card isn't in the list at all",[11,1078,1079],{},"The sale is selling a gift card. A gift card can't be paid for with another gift card, because moving value between cards that way leaves no trail.",[50,1081,1083],{"id":1082},"someone-elses-package","Someone else's package",[11,1085,1086],{},"Packages and memberships belong to the client on the sale; the till won't use another client's. Gift cards are different: whoever has the code can spend it.",[50,1088,1090],{"id":1089},"a-redeemed-session-needs-to-go-back","A redeemed session needs to go back",[11,1092,1093,1094,41],{},"Refund the sale. A whole-sale refund returns the session or credit to the client. See ",[37,1095,40],{"href":39},{"title":210,"searchDepth":211,"depth":211,"links":1097},[1098,1099,1104,1109,1110,1111,1112],{"id":17,"depth":211,"text":18},{"id":884,"depth":211,"text":885,"children":1100},[1101,1102,1103],{"id":890,"depth":217,"text":891},{"id":904,"depth":217,"text":905},{"id":922,"depth":217,"text":923},{"id":932,"depth":211,"text":933,"children":1105},[1106,1107,1108],{"id":938,"depth":217,"text":939},{"id":965,"depth":217,"text":966},{"id":972,"depth":217,"text":923},{"id":1018,"depth":211,"text":1019},{"id":1033,"depth":211,"text":1034},{"id":125,"depth":211,"text":126},{"id":161,"depth":211,"text":162,"children":1113},[1114,1115,1116,1117,1118],{"id":1057,"depth":217,"text":1058},{"id":1068,"depth":217,"text":1069},{"id":1075,"depth":217,"text":1076},{"id":1082,"depth":217,"text":1083},{"id":1089,"depth":217,"text":1090},"Pay a sale with a gift card, a prepaid package session, a membership credit or balance, or account credit, and see what each one can't cover.","i-lucide-wallet-cards",[1122,1123,1124,1125,1126,1127],"redeem gift card at checkout","use package session","membership credit at pos","account credit","gift card doesn't cover the full amount","package not showing",{},70,[849,1131,1132],"\u002Fhelp\u002Fcheckout\u002Fsplit-and-partial-payments","\u002Fhelp\u002Fretail\u002Fgift-cards",{"title":857,"description":1119},"help\u002Fcheckout\u002Fredeem-gift-cards-packages-and-memberships","2026-10-29","T7dfg8LpAneYzlmpcqyWvfwQdEbV3Uk2VEiW9T_CdPk",{"id":1138,"title":1139,"audience":6,"body":1140,"category":226,"description":1380,"draft":228,"extension":229,"icon":1381,"keywords":1382,"locale":239,"meta":1389,"navigation":241,"order":1390,"path":246,"related":1391,"seo":1392,"sourceHash":248,"stem":1393,"translationReviewed":228,"updatedAt":1394,"__hash__":1395},"help\u002Fhelp\u002Fcheckout\u002Fsales-history-and-receipts.md","Find a past sale and resend a receipt",{"type":8,"value":1141,"toc":1361},[1142,1145,1147,1150,1154,1207,1213,1222,1227,1231,1274,1277,1281,1307,1315,1326,1328,1332,1338,1342,1352,1356],[11,1143,1144],{},"Find any sale you've rung up, see exactly what was paid, and send the client their receipt again.",[15,1146,18],{"id":17},[11,1148,1149],{},"You need permission to see point of sale. Refunding a sale also needs the refund permission.",[15,1151,1153],{"id":1152},"find-a-sale","Find a sale",[47,1155,1156,1160,1165,1169,1196,1200],{},[50,1157,1159],{"id":1158},"open-sales","Open Sales",[11,1161,56,1162,1164],{},[26,1163,59],{},". It lists the last 30 days of completed sales, newest first.",[50,1166,1168],{"id":1167},"narrow-it-down","Narrow it down",[11,1170,1171,1172,433,1174,1176,1177,1180,1181,429,1184,429,1187,502,1190,1192,1193,1195],{},"Set ",[26,1173,428],{},[26,1175,432],{},", pick a ",[26,1178,1179],{},"Status"," (",[26,1182,1183],{},"Completed",[26,1185,1186],{},"Unpaid",[26,1188,1189],{},"Open",[26,1191,138],{},"), or type a name in ",[26,1194,436],{},". On a phone, these are behind the filter button.",[50,1197,1199],{"id":1198},"open-the-sale","Open the sale",[11,1201,1202,1203,1206],{},"Select the row. A paid sale opens its receipt. An unpaid or open sale reopens at the till, so you can ",[37,1204,1205],{"href":1131},"collect the balance"," or finish it.",[519,1208],{"alt":1209,"height":1210,"src":1211,"width":1212},"The Sales list: From, To, Status and Find client filters, then rows showing the client or Walk-in, the date and who served them, a Completed status, the total and a Refund button.",614,"\u002Fhelp\u002Fcheckout\u002Fsales-history-and-receipts\u002Fsales.webp",984,[11,1214,1215,1216,1219,1220,41],{},"Each row shows the client (or ",[26,1217,1218],{},"Walk-in","), the date and time, who rang it up, its status, and the total. Unpaid rows show what's still owed. You can also open a sale from the client's profile, under ",[26,1221,63],{},[112,1223,1224],{},[11,1225,1226],{},"The filters live in the page address, so you can bookmark a filtered list or share it. A number on a report links straight to the sales behind it.",[15,1228,1230],{"id":1229},"resend-or-print-a-receipt","Resend or print a receipt",[47,1232,1233,1237,1242,1246,1256,1260],{},[50,1234,1236],{"id":1235},"open-the-receipt","Open the receipt",[11,1238,1239,1240,41],{},"Select the sale in ",[26,1241,63],{},[50,1243,1245],{"id":1244},"send-or-print-it","Send or print it",[11,1247,100,1248,1251,1252,1255],{},[26,1249,1250],{},"Email receipt"," to send it, or ",[26,1253,1254],{},"Print"," for a paper copy or a PDF.",[50,1257,1259],{"id":1258},"choose-the-address","Choose the address",[11,1261,1262,1263,1266,1267,1270,1271,41],{},"The client's email is filled in. For a walk-in, or a different address, type it in ",[26,1264,1265],{},"Email address",". To keep that address on the client's profile, tick ",[26,1268,1269],{},"Also save this as"," the client's email. Select ",[26,1272,1273],{},"Send",[11,1275,1276],{},"The client's receipt email includes a link to view the receipt online, so they always have a copy without an account.",[15,1278,1280],{"id":1279},"what-a-receipt-shows","What a receipt shows",[11,1282,1283,1284,1287,1288,429,1291,1294,1295,1298,1299,1302,1303,1306],{},"Your business details, the date and reference, who served the client, each item and its price, then ",[26,1285,1286],{},"Subtotal",", any ",[26,1289,1290],{},"Discount",[26,1292,1293],{},"Tax"," for each rate, any ",[26,1296,1297],{},"Card processing fee",", the ",[26,1300,1301],{},"Tip"," and the ",[26,1304,1305],{},"Total",". Each payment prints on its own line: card, cash (with the cash handed over and the change), gift card (with the balance left), package, membership or payment link.",[11,1308,1309,1310,433,1312,1314],{},"After a refund, the same receipt shows ",[26,1311,762],{},[26,1313,765],{},". There's no separate refund receipt.",[11,1316,1317,1318,1321,1322,1325],{},"If a service on the sale was done by a team member with a ",[26,1319,1320],{},"Registration number"," on their profile, the receipt page also offers an ",[26,1323,1324],{},"Insurance receipt"," for the client to claim with.",[15,1327,162],{"id":161},[50,1329,1331],{"id":1330},"the-client-says-the-receipt-never-arrived","The client says the receipt never arrived",[11,1333,1334,1335,1337],{},"Check the email on their profile, then use ",[26,1336,1250],{}," again. Ask them to look in spam. A client with no email gets no receipt until you send one.",[50,1339,1341],{"id":1340},"a-sale-isnt-in-the-list","A sale isn't in the list",[11,1343,1344,1345,1347,1348,433,1350,41],{},"It's older than 30 days, at another location, or filtered out. Widen ",[26,1346,428],{},", check the location in the top bar, and clear ",[26,1349,1179],{},[26,1351,436],{},[50,1353,1355],{"id":1354},"i-need-to-change-a-completed-sale","I need to change a completed sale",[11,1357,1358,1359,41],{},"Completed sales can't be edited. To correct the money, refund it and ring it up again. See ",[37,1360,40],{"href":39},{"title":210,"searchDepth":211,"depth":211,"links":1362},[1363,1364,1369,1374,1375],{"id":17,"depth":211,"text":18},{"id":1152,"depth":211,"text":1153,"children":1365},[1366,1367,1368],{"id":1158,"depth":217,"text":1159},{"id":1167,"depth":217,"text":1168},{"id":1198,"depth":217,"text":1199},{"id":1229,"depth":211,"text":1230,"children":1370},[1371,1372,1373],{"id":1235,"depth":217,"text":1236},{"id":1244,"depth":217,"text":1245},{"id":1258,"depth":217,"text":1259},{"id":1279,"depth":211,"text":1280},{"id":161,"depth":211,"text":162,"children":1376},[1377,1378,1379],{"id":1330,"depth":217,"text":1331},{"id":1340,"depth":217,"text":1341},{"id":1354,"depth":217,"text":1355},"Find any sale by date, status or client, reopen one that's unpaid, and email or print its receipt.","i-lucide-history",[1383,1384,1385,1386,1387,1388],"find a past sale","resend receipt to client","print receipt pos","unpaid sales list","what does the receipt show","reopen a sale",{},120,[849,39,1131],{"title":1139,"description":1380},"help\u002Fcheckout\u002Fsales-history-and-receipts","2026-10-10","wqbT7_2Kuz1TF5eCutK9zlgB-2r7xexEg_HQgrvWoWk",[],[1398,1399,1401,1403,1405,1407,1409],{"path":243,"translationReviewed":228},{"path":1400,"translationReviewed":241},"\u002Fhelp\u002Fel\u002Fcheckout\u002Fundo-a-sale",{"path":1402,"translationReviewed":241},"\u002Fhelp\u002Fes\u002Fcheckout\u002Fundo-a-sale",{"path":1404,"translationReviewed":241},"\u002Fhelp\u002Ffr\u002Fcheckout\u002Fundo-a-sale",{"path":1406,"translationReviewed":241},"\u002Fhelp\u002Fpt-br\u002Fcheckout\u002Fundo-a-sale",{"path":1408,"translationReviewed":241},"\u002Fhelp\u002Fpt-pt\u002Fcheckout\u002Fundo-a-sale",{"path":1410,"translationReviewed":241},"\u002Fhelp\u002Fsq\u002Fcheckout\u002Fundo-a-sale",1794073884321]