Refund Report
Location: Reports > Transaction Reports
Inspire Refund Report
The Inspire Refund Report provides a detailed view of all refunded tickets, including information on whether products were restocked or if refunds were deducted from a worker’s compensation.
How to Generate the Refund Report
- Select a Date Range
- Choose to run the report for:
- Company (business as a whole)
- Specific Worker
- Use the Items to Include filter to select one or more items, or choose All
- Click Generate
The results will display below the filter options selected.
Report Features
- This report can be exported or printed for your records.
- Results include detailed information such as refunded date, refund ticket number, original associated ticket, line item, worker, amount, restock status, and whether the refund was deducted from the worker.
Sort By Options
Within the report, you can sort by:
- Ticket Number – Ascending order
- Date – Newest to oldest
- Client Name – Alphabetical order; tickets without a client will display as No Client at the top
- Item – Alphabetical order
- Amount – Descending order (highest to lowest)
Column Descriptions
- Date – The day, month, and year the refund ticket was created (MM/DD/YYYY)
- Ticket Number – The unique number assigned to the refund ticket
- Original Ticket Number – The ticket number associated with the original sale
- Client Name – First and last name of the client; displays No Client if no client was assigned
- Item – The specific item being refunded (e.g., service, product, gift certificate)
- Worker – The worker associated with the refunded item
- Amount – The refund amount for the item
- Tax – The tax collected on the item; non-taxable items will show 0.00
- Total – The total refund amount including tax
- Restocked – Checked if the product was restocked; unchecked if not restockable
- Deduct from Worker – Checked if the refund should be deducted from the worker’s compensation
At the bottom of the table, totals are displayed for the Amount, Tax, and Total columns.
Each item selected for a refund will appear in its own row on the report. As a result, you may see the Ticket Number or Original Ticket Number repeated across multiple rows when multiple items were refunded on the same ticket.
Important Note: Refunds Deducted From Worker Compensation: When issuing a refund in Inspire, if the option “Deduct From the Worker” is selected, the refund amount will be applied as a deduction toward the assigned worker’s compensation. The deduction is applied based on the date the refund was processed — not the original service date. See process compensation report for more details.Related Articles
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