Refunds Report

The Refunds Report is a sales report that displays any refunds made during the selected date range and relevant details about each refund. This report can be used to review and manage your refunds.

In this article:

To view the Refunds Report:

  1. Click the App Drawer button .
  2. In the App Drawer, click Reports.
  3. On the Reports menu, click Sales.
  4. In the side menu or in the list, click Refunds. Your Refunds Report is displayed.

Headings in the Refunds Report:

Heading nameDescription
IDThe transaction ID for the refunded transaction is listed in this column.
DATEThe date and time that the refund was issued by the system is listed in this column.
CLIENT NAMEThe name, email, phone number, and profile image of the client who the refund was made to is listed in this column. Relevant details about this customer, such as pass status, waiver status, contract status, special notes, unpaid visits, and account balance will be noted here by small icons. Hover over any icon to learn more.
PURCHASESThe name of the item refunded is listed in this column. Click the name to view the item on the client’s Purchases page of their profile.
REFUND METHODThe payment method used to refund the transaction to the client is listed in this column.
REFUNDSThe amount refunded to the client is listed in this column.
NOT REFUNDEDThe amount of the original value that was not refunded back to the client, if any, is listed in this column.
NOTESIf any notes were made about this refund when it was issued, an icon will appear in this column. Hover over the icon to read the note.
REFUNDIf the refund was made in full, this column will be labelled Full. If a partial refund was issued, an icon will appear in this column. Click the icon to open the refund menu and complete the refund in full or partial.
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