Refunding Items

Refunds in Meevo can be executed by:

1. Locating the client's completed transaction in the register's History Refund Mode and selecting the items to refund.
2. Manually selecting items in the register's Manual Refund Mode. Using this method, you can select any items in the register, regardless of whether or not they appear in the client's purchase history.
3. Locating the transaction in Transaction Editor or the client's Transaction History and selecting the register icon > Refund.
    

When you refund a service, commissions are reversed and tips may be refunded depending on your Register settings in Business Preferences.

1. Locate and select the service from the list. Any associated cancellation or no-show fees appear in the row and can be refunded. Any associated transfer or swap upgrade fees also appear and can be refunded as well. Services cannot be refunded without also refunding their swap upgrade free, but a swap upgrade fee can be refunded on its own.
2. If the service was not part of a package, your only option is to refund the money back to the client.
3. If the service was redeemed from a package, you can refund the service value back to the client, or select the Refund to Package option to place the service back on the client's profile.

4. Upon completion of the sale, the refunded service will appear on the client's profile (under Package History) as a separate line item, not included in the original package, with a REF prefix in the package number.

When you refund a product, commissions are reversed and tips may be refunded depending on your Register settings in Business Preferences. 

1. Select the product(s) to refund.
2. If the product was redeemed from a package, you can refund the product value back to the client, or select the Refund to Package option to place the product back on the client's profile.

3. Upon completion of the sale, the refunded product will appear on the client's profile (under Package History) as a separate line item, not included in the original package, with a REF prefix in the package number.
4. The Apply Refund Total button updates with the new refund amount.
5. You can select Return to Shelf to add this product back to the on-hand count and update your inventory.

When you refund a membership, you're really refunding the Enrollment Fee. Spiff, if any, is kept by the employee and is not refunded.

1. Locate the membership and select the checkbox in the Enrollment Fee Refund column. The Apply Refund Total button updates with the new refund amount.
2. The refund amount is determined as follows. Note this step refunds the Enrollment Fee; it does not cancel the membership or remove accrued packages from the client's profile.

• If the value of the accrued package(s) is less than the Enrollment Fee: The refund amount is the Enrollment Fee minus the value of any accrued packages. You can still refund accrued packages, minus the value of any redeemed services. The refund amount is based on the original package prices. If you wish to refund the redeemed services as well, you can do so through a Historical Refund.
• If the value of the accrued package(s) is equal to or exceeds the Enrollment Fee: The membership Enrollment Fee refund will be $0.00. You can still refund accrued packages (minus the value of any redeemed services), but the refund amount cannot exceed the Enrollment Fee amount. If you wish to refund the redeemed services as well, you can do so through a Historical Refund.

When you refund a package, the refunded services are not placed back on the client's profile. If the package is partially redeemed, the price of the redeemed services is deducted from the overall package price. Employee commission or spiff earned from a package service redemption is never refunded. 

1. Select the package, and then enter the quantity of each service to refund.
2. The Apply Refund Total button updates with the new refund amount.

Note: A purchased unlimited services package with no redemptions against it can be refunded up to the amount paid for the package. If an unlimited services package has redemptions against it, the available refund amount is the package price minus the value of any redeemed services. Once the value of redeemed services meets or exceeds the original package price, a refund on the package is no longer available.

Note: Unlimited packages accrued via a membership cannot be refunded.

When refunding a gift card through the register, Meevo defaults the Employee to House, as this refund method does not reference the original transaction. In this scenario, you can manually select another employee from the Smart Receipt if you wish to change the employee. Gift card refunds initiated through Transaction Editor, Client History, or by entering the receipt number in the register will default to the employee credited with the original gift card sale, as those refund methods reference the original transaction. 

1. After selecting the Gift Card tile, you 
2. Select the gift card and enter the Refund Amount. There are two possibilities when refunding a gift card: Full Refund and Partial Refund.
3. In a full refund, the client is refunded the price paid for the gift card, minus any amount that has already been redeemed or refunded. At the conclusion of the transaction, the gift card will have no value left on it.
4. A partial refund is considered anything less than a full refund. Partial refunds have no impact on gift card value. Partial refunds are generally applied when a client was charged the wrong price for a gift card. The difference can be refunded to the client without affecting the gift card balance.

1. To refund an account credit, use the keypad to enter the amount that Meevo will refund to the client. To the right of the client's name is the existing account balance or credit, if any.

1. Locate the transaction and select the checkbox in the Refund Tip? column. The Apply Refund Total button updates with the new refund amount.