Refunding from a Previous Software or Credit Card Processor

Refunding to a credit card without a past transaction is not available using STX Payments, Clover or Inspire Pay.

If a transaction did not occur within the Inspire by STX Software or the currently integrated credit card processor, here is how you will perform the refund:

1. Inspire by STX Ticket that processed on a previous Credit Card Processor
   
1. Go to the Ticket to be refunded
   
2. Click Issue Refund
   
3. Enter the Amount to Refund using the Cash or Account Charge as the refund payment type
   
1. Cash if you will be refunding the payment from the cash drawer.
   
2. Account Charge if you will be giving them a credit to use. 
   
4. Click Save

1. Ticket from a Previous Software, Refunding in Cash
   
1. Go to Check Out List from the Navigation Menu or Checkout Page
   
2. Click Cash Paid In / Out
   
3. Select Cash Paid Out
4. Enter the Amount 
   
5. Enter the Client Name in the To field
6. Enter a Reason (example: Refund - Shampoo)
7. Click Save
   

1. Ticket from a Previous Software, Refunding as Account Credit
   
1. Go to Checkout
   
2. Search and Select a Client on the Ticket
   
3. Go to Other Tab
   
4. Enter the Amount in the Received on Account field
   
5. Go to Payments tab
   
6. Select No Sale as the Payment Type
7. The amount will reflect on the client card and future transactions as a credit, the credit can be used by selecting the Account Charge as the payment type in future transactions.
   

If you need to, you can create a new payment type to log these types of refunds.

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