Issue a Refund

In Xola, a refund means decreasing a customer's balance either in partial or in full for their payment. 

Refunding differs slightly from returning payment, which opens up a balance to be settled on the purchase. For information on the difference between refunding and returning a payment, click here.

If you want to issue a refund due to a decrease in guest count or add-ons, make sure to either Modify Guest Count or Modify Add-Ons from the Modification Banner. This way it will be sure to take into account taxes and fees regarding guests and additional items.

Issue a Refund

  1. In the Purchases tab, navigate into the customer purchase.
  2. From the Modifications Banner, click Refund.
  3. In the Amount field, put in the exact monetary amount you would like to refund this customer.
  4. Select the method of payment with which you would like to refund this customer.
  5. In the Reason field, type in the reason that you are refunding this customer.
  6. Click the Refund button.
  7. The refund will be reflected under Payment Summary and in the Timeline.

To Note

  • By selecting or unselecting the Notify box, you can choose whether you would like to send your customer an email about this refund.
  • Issuing a partial refund will not adjust the taxes and fees on a purchase.
  • If you select the Check or Other payment method, this will not initiate a transfer of funds. For example, if you choose the Check option you must still write the customer a check - Xola will not produce this check.

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