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How to refund a product or service

  1. Go to the Sales button
  2. Double-click the client/guest on the left side that you are trying to refund.
  3. Click the Services or Products button on the top left of the Sales screen (depending on what you are refunding.)
  4. Double-click the product or service on the left side of the screen to select it, then pick the same employee who originally sold it to them (If you don’t pick the same employee you may see issues with commission later.)
  5. Set the Quantity to a negative amount (ex. -2 quantity refunds 2 of that item)
  6. Click Add
  7. If you are refunding in Cash click Finish, if not go to the next step.
  8. Click the Payments button.
  9. Select the pay-type you are refunding to (Cash, Credit, etc.)
  10. Insight should automatically apply the refund to that pay-type. You just have to add it.
  11. If the balance owing is $0 you have done this correctly and can finish the invoice.

If you have any trouble with this process please submit a ticket or call our support line at 1-800-805-4532.


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