Refunds in Aura like the ones discussed here and here must be initiated by locating the original transaction. However, if you issue a refund directly on the credit card terminal in a non integrated mode, then you can use the instructions below to add the refund into Aura to ensure your reporting matches the refund that was conducting outside of Aura.
Please note that following the instructions below will not automatically issue a refund to the guest unless you are using AuraPay.
If you are not using AuraPay, then manual refunds are strictly a tool to ensure your reporting in Aura matches your credit card terminal total for the day if the refund was completed outside of Aura.
1. Go to the "Menu".
2. Select "Transactions".
2. Click the "+" button to create a New Refund.
3. Complete the ticket criteria:
NOTE: If the 'RC (Return Commission)' box is checked, the chosen employee will have money deducted from their following payroll if they are set to receive commission on that product or service.
- Select a customer
- Add a service and stylist
- Add retail and check the 'Restock' box if restocking product
- Select reason
- Select refund type
4. If the refund is via cash, complete the refund and then hand cash to the client.
Non AuraPay Users: If the refund is via card, after completing the refund you can disconnect the terminal from AURA via placing it in SPIN Bypass Mode and return money to the client via the terminal. This way, the terminal's batch for the day will equal the totals in AURA
AuraPay Users: If the refund is via card, upload the credit card to the client's profile under "Payment Methods". Then, you will be able to choose "Express Pay (last 4 digits of card number)" from the Refund Type dropdown, which will refund the customer's card on file.
4. Manual refunds are noted in the refund report under "Manual".
5. Within the transactions page, manual refunds will have a red asterisk next to the "Pay Type".