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.
Enter the Refund Amount.
- If the item is taxable, the Tax checkbox will be selected automatically.
- When Tax is selected, the Refund Amount must include both the item amount and the applicable tax. For example, if you are refunding a $50.00 item with $3.50 in tax, enter $53.50 as the Refund Amount.
- Verify or update the Refund Amount.
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.

Important: If the Tax checkbox is selected, be sure to include the tax amount in the Refund Amount. The tax is not added automatically to the refund amount.

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Tippy Refunds will be withdrawn, the same way they are deposited.