Overview

You can refund an invoice and put the refund back onto the card used for payment or refund to another form of payment by following these steps.

Steps

Navigate to Front Desk > POS History. Click Return from POS History. You will then use Invoices on the customer record or cancel the contract. 

If it is a contract, you will be presented with this Heads Up! You have  2 choices:

1) Go Cancel the contract after the refund

2) Or click No, in the Heads Up!, and Cancel the contract from the customer sidebar>Contract (if confirmed and not active. More information below). 

We will discuss #1 first: Refunding from POS History:

After you click Yes, you are presented with a choice of a refund method: If you only allow credits, then Refund through POS cart will give you that option. Refund directly back to payment method does not require any advanced permission>only Permission required is Sell at POS. Please note, however, after issuing the refund, the contract will need to be cancelled. Cancelling a Contract is an Advanced permission: Override Cancellation Terms. 

Once at the POS Cart, click Tender and the credit card used for the transaction is populated, automatically, in the payment section. If you only allow credits, remove the payment method and you will see the option to Place credit of ($XXXX) on account (screenshot below under cancel contract option).
Permission needed: Cart: Item Advanced Fields required at [GYMX]

If initiated from the invoiced location (location where payment was taken), it will prompt with this. Otherwise, it goes straight to the tender window to be put back on the card or refunded another way. You can Refund through the POS cart for transactions invoiced locally because there is no tax discrepancy.

Cancel Confirmed Contract (Preferred Method)

Clicking Cancel will initiate cancellation according to the terms set in the plan cancellation spoke. You can also override, with the proper permission, and give a full refund. We recommend initiating from here vs. POS history/Invoices. Cancel Contract does require the advanced Permission Override Cancellation Terms 

As it will cancel the contract and issue a refund/credit without having to then terminate the contract. Terminate will show in reports as having been terminated, whereas, cancelling doesn't show in reports as the contract was never active.