Refund Reasons

Modified on Mon, 28 Jul at 3:54 PM

MyTime allows you to configure and require refund reasons when processing refunds through the POS. This helps track why refunds are issued and adds clarity to reporting.

Things to Know:

When processing a refund, no items are selected by default.
Refund reasons can be added under Business Setup > Settings. The first reason listed will appear at the top of the dropdown in the POS.
A refund reason is not automatically selected—the staff must choose one during the refund process.
The selected refund reason will appear:
- On the closed ticket (at the bottom)
- In the Void and Refund Report

Contents:

How to Configure Refund Reasons
How to Use Refund Reasons in POS

How to Configure Refund Reasons

Navigate to Location Setup > Settings
In the POS section, enable the "Activate Refund Reasons Dropdown" setting
Once enabled, the "Refund Reasons Include" field will appear
Click the "+Add" hyperlink to enter a new refund reason
To remove a refund reason, click the "X" next to it

6. After entering your desired refund reasons, click Save at the bottom of the page

How to Use Refund Reasons in POS

Go to POS > Closed Tickets
Apply the desired filters
Select the ticket that you want to refund
Click the Refund button at the bottom of the ticket
Select the checkbox next to the item(s) to be refunded
In the Refund Amount field, enter the amount
Click the Refund Reason dropdown
Select the appropriate refund reason from the list
Click Next at the bottom of the screen
Confirm the refund amount and click Refund
On the Refund Successful modal, click Done
The ticket will update to display the refund and the selected refund reason at the bottom