Issuing a Refund for a Gift Certificate

If you need to issue a refund to a client for a Gift Certificate that they purchased, you will need to refund the payment AND expire the Gift Certificate code to ensure it cannot be used in the future. To issue a refund on a gift certificate purchase:

1. Navigate to your Business tab.
2. Select Sales.
3. Under your Sales Activity, locate the correct invoice for the client. You may need to expand the date range or search for the client by name depending on how long ago the client paid.
4. Select Refund at the bottom of the invoice.
5. Select your refund method.
6. Enter your refund amount.
7. Include a reason for the refund.
8. Select Process Refund.

Once the refund has been issued, you will need to expire the gift certificate code so that it is no longer available to be redeemed.

To expire a Gift Certificate so that it's no longer available for future use:

1. Locate and copy the Gift Certificate Code: Finding and Copying a Gift Certificate Code.
2. Go to the Cash Register.
3. Select Add Product.
4. Enter a Product Name such as Unused Gift Certificate (or another related title if you prefer).
5. Enter 1 for the Quantity.
6. Enter the Dollar Amount of the Gift Certificate for the Price.
7. Select Save to add the item to the Cash Register.
8. Type in Search Clients to locate and select the Client who purchased the Gift Certificate.
9. Select Checkout to proceed to Payment Method.
10. Select Gift Cert.
11. Enter the Gift Certificate Code.
12. Enter the Amount to Apply.
13. Select Record Payment.

Note: Square Refunds: Transactions processed by your Square account can be refunded up to 1 year after the transaction occurs. This applies to any/all credit card transactions that have been run through the Square integration with your MassageBook account. Once this window has passed, you cannot refund the money to the client's card and instead must decide on another means of refunding the client--cash, check, Venmo, PayPal, etc.