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:
- Navigate to your Business tab.
- Select Sales.
- 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.
- Select Refund at the bottom of the invoice.
- Select your refund method.
- Enter your refund amount.
- Include a reason for the refund.
- 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, follow the steps here: How Do I Delete or Expire a Gift Certificate?
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.