How do I perform a refund?

To issue a refund, you must first locate the original ticket.

Locate the Original Ticket

You can find the original ticket by either:

• Opening the original receipt.
• Running the Ticket Detail Report to locate the ticket.

Once you have the original receipt open, click Issue Refund. This will open the Refund page.

Select Items to Refund

The first table displays all items from the original ticket.

For each item you want to refund:

• Select the checkbox in the first column.
• Verify or update the Refund Amount.
• If the service or product was taxable, the Tax checkbox will automatically be selected.
• If you are refunding a product and want it returned to inventory, select the Restock checkbox.
• If the worker should not receive commission for the refunded item, select Deduct from Worker.
  • If the worker should still receive credit for the service, leave this option unchecked.

Note: Tips that were marked Tip Paid Out cannot be marked Deduct from Worker.

Select the Refund Payment Type

The second table displays the payment methods available for the refund.

• The original payment method(s) used on the ticket will be displayed.
• Cash and Account Charge are also available as additional refund options.
• Enter the refund amount under the desired payment type(s).
• You may refund the client using:
  • The original payment method.
  • A different available payment method.
  • Multiple payment methods by splitting the refund amount.
• The total refund payment amount must equal the total refund amount before the refund can be completed.

Complete the Refund

• Review the selected refund items and payment amounts.
• Click Save to complete the refund.

Note: Clover Refunded Transactions will be logged as a Clover Manual Refund within Inspire and will need to be manually refunded from the Clover Device.  See pop up upon save for more details. 

Tippy Refunds will be withdrawn, the same way they are deposited.  

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