Refunds Reports
This article covers the Refunds reports available in the Reports app. Refunds reports can help you track the number of completed refunds in a given date range, refund details such as refund method, and more.
Link copiedRefund Summary ReportLink copied
The Refund Summary report includes quantities and totals for all refund types. Includes service, product, gift card, membership, package, and client account balance refunds.
The table below provides more information on the different columns in the Refund Summary report.
Column | Description |
|---|---|
Date | The sale date or the refund date, depending on which date was selected in the report filters. |
# Refunds | The number of completed refunds by sale date or refund date, depending on which date was selected in the report filters. |
Refund Amount | The refund total. |
Link copiedRefund Details ReportLink copied
The Refund Details report includes details such as refund number, sale number, refund method, and more. This report also includes refunds for membership and package credits.
The table below provides more information on the different columns in the Refund Details report.
Column | Description |
|---|---|
Transaction # | The refund transaction number. To view a list of transactions, open the Sales app and select Options > View Transactions. |
Refund # | The refund number. |
Sale # | The sale number. |
Transaction Date | The date the refund transaction was completed. |
Client | The client assigned to the sale. |
Staff Member | The staff member who completed the refund transaction. |
Refund Method | The refund method. |
Payment Account | The payment account that was used. |
Refund Amount | The refund total. |
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