How to Process a Refund in Shortcuts with an Integrated Credit Card System

Steps to Process a Refund

1. Access the Point of Sale (POS) Screen

   • Open the Shortcuts software and navigate to the Point of Sale screen.

   • In the top left corner, click on New Sale (+).

2. Locate the Customer

   • Use the search bar to find the customer by name.

   • Select the relevant customer profile. For example, in this case, "Tim" was selected.

3. View Client History

   • In the center of the screen, click on the Client History button.

   • Review the customer’s purchase history, including all products and services they have bought.

4. Select the Item for Refund

   • Identify the item the customer is returning (e.g., a shampoo with a broken cap).

   • Right-click on the item and select Refund.

5. Confirm Refund Details

   • The selected item will now appear in the sales transaction with a negative quantity (e.g., -1).

   • Any taxes originally paid on the item will also be included in the refund.

6. Complete the Refund Transaction

   • Click Finish Sale at the bottom of the screen.

   • Choose the refund method:

     • Credit Card Refund: Return funds to the customer’s card.

     • Cash Back: Provide a cash refund.

     • Account Credit: Apply the refund to the customer’s account (if enabled).

   • Press Done to finalize the transaction.

Key Notes:

• Accuracy Check: Always double-check the item and customer details before processing the refund.

• Tax Handling: Refunds automatically include any taxes paid on the returned item.

• Refund Methods: Ensure the refund method matches the customer’s preference and is supported by your salon’s policies.