How to perform a refund and include a refund fee

Performing a refund that includes a refund fee can be achieved in Onswim by following the steps below. A refund fee should be used when the original sale payment is not being returned to the customer in full.

1. Navigate to Sales > Find Sale > View Sale
2. Select Refund Sale from the bottom of the sale screen
3. In the Refund Reason drop down select a reason for the Refund Fee. Values can be added to the Refund Reason drop down via Utilities > Lists > Refund Reason
4. In the Refund Fee Amount field, enter in the amount the business is retaining as a fee.
5. Click Save
6. If there is still an amount due to be returned to the customer, enter this amount into the Payment Amount field under the Refund Payment Details section
7. Click Add

Note: When a refund is complete the Total Available to Refund should balance to $0.00 and be highlighted in green.