If you need to process a refund or exchange for a product, service or voucher you’ve sold, you’ll need to refund the original sale and raise a new invoice. 

Invoices cannot be edited once raised but they can be refunded or exchanged. Fresha will keep track of the original invoice and sale, and create a new negative invoice to process the refund or exchange. This ensures your historical sales are static and a new invoice is issued for your client's reference. 

Process a refund

1. Go to Sales and select Invoices.
2. Use the search bar to search by invoice or client, or the filter options to refine your search.
3. Use the dropdown under Invoices to choose which date range you’d like to view.
4. Click on the invoice you’re looking to refund and select More options.
5. Select Refund. 
6. Click on Refund to create a negative sale and select the relevant payment type.

Refunding includes a payment transaction which means a payment processing fee applies.

Process an exchange

1. Go to Sales and select Invoices.
2. Use the search bar to search by invoice or client, or the filter options to refine your search.
3. Use the dropdown under Invoices to choose which date range you’d like to view.
4. Click on the invoice you’re looking to refund and select More options.
5. Select Refund. 
6. Go to Add item to sale to create an exchange and choose the product, service or voucher you’d like to exchange it with.
7. Click on Refund to create a negative sale or charge the client the outstanding amount by selecting the relevant payment type.

All invoices, including completed, unpaid, part-paid, and refunded can be tracked by going to Sales and selecting Invoices.