Refunds and voids

Two things go wrong at a till, and they need different answers.

Someone rang up the wrong client, or added three things by mistake, and nothing has been paid — that sale never really happened. Someone paid for a product that turned out to be the wrong shade — that sale happened, and now money has to go back.

Voiding an open sale

Void sale sits at the bottom of the cart, and only there — a sale that's still open is the only kind you can void.

If nothing has been collected yet it simply disappears from your reports. If money has been taken, you choose where it goes: Cash, the client's Account balance, or Don't refund. Voiding also hands back everything the cart was holding — package sessions, membership sessions, and any appointments it was set to pay for, so those can be checked out properly.

You'll be asked why, and it's a required box rather than an optional one. A void is the one action that makes a sale and everything on it go away, so a month later the only thing left to explain a gap in the numbers is the sentence you typed. It's kept with the sale, along with your name and the time — that isn't bookkeeping for its own sake, it's what settles the question when someone asks what happened to Tuesday afternoon.

Refunding a closed sale

Refund appears on a closed sale, and there are two ways to do it.

Line items is the one to reach for. You pick what's coming back and how many, and because the product knows what those lines were, it puts stock back on the shelf and returns any package or membership sessions that were used.

Amount is the blunt instrument: a number, no line detail. It's there for the "just give them twenty back" conversation, and it deliberately doesn't touch stock or commission — it's money only.

Either way you choose where it goes — Cash or Account balance — and can leave a reason.

Before you confirm

The confirmation restates what's about to happen in plain sentences — what's being refunded, where it's going, how much of the sale would still be refundable afterwards, and what happens to stock, sessions and tips. Read it. Refunds can't be undone, and that summary is the last place a mistake is cheap.