Refund Reasons

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
• The setup option displayed in the top-right user menu depends on how you access the account and your assigned role:
• When navigating from the Parent Account (Location Management tab):
• Admin: Displays Business Setup when viewing the location account.
• Login As: Displays Location Setup when viewing the location account.
• When logged in directly at the Location Level:
• Location Owners & Location Managers: Display Location Setup.
• Service Providers & All Other Roles: Display Profile Setup.

Contents:

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

How to Configure Refund Reasons

1. Navigate to Business Setup / Location Setup > Settings
2. In the POS section, enable the "Activate Refund Reasons Dropdown" setting
3. Once enabled, the "Refund Reasons Include" field will appear
4. Click the "+Add" hyperlink to enter a new refund reason                          
5. 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 

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

For more information, contact support@mytime.com. 

Related Articles:

POS Settings

Refunding a Product From a Different Location

Refunding Gift Cards

Refunding Products

Refunding Package Purchases

Refunding Appointments

Refunding Memberships and Membership Charges