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.
NOTE: Invoice dates and Payment dates cannot be backdated or edited as Fresha tracks all sales and reports in real-time.
Process a refund
- Go to Sales and select Sales history.
- Use the search bar to search by invoice or client, and then the filter
options to refine your search.
- Use the dropdown under Invoices to choose which date range you’d like to view.
- Click on the invoice and select Refund.
- Click on Continue to refund to process a refund for the entire sale. To process a partial refund for specific items on the invoice, click on the items you would like to keep and select Remove item.
- Select the relevant payment method/s and Save and refund.
Refunding includes a payment transaction which means a payment processing fee applies.
Process a partial refund
- Go to Sales and select Sales history.
- Use the search bar to search by invoice or client, and then the filter
options to refine your search.
- Use the dropdown under Invoices to choose which date range you’d like to view.
- Click on the invoice and select Refund.
- Click on the item you would like to process a partial refund for and Remove item.
- Add the same item to your cart.
- Click on the item and adjust the price.
- Save to confirm.
- Select the relevant payment method/s and Save and refund.
Process an exchange
- Go to Sales and select Sales history.
- Use the search bar to search by invoice or client, and then the filter
options to refine your search.
- Use the dropdown under Invoices to choose which date range you’d like to view.
- Click on the invoice you’re looking to refund and select More options.
- Select Refund.
- Choose the product, service, membership, or voucher you’d like to exchange it with.
- Click on Continue to refund to confirm.
- If the value of the item is less than the original, select the relevant payment method/s and Save and refund. If the value of the item is more than the original, select the relevant payment method/s and Save and pay.
All invoices, including completed, unpaid, part-paid, and refunded can be tracked by going to Sales and selecting Sales history.
NOTE: If a client has paid using our payment processing solution, the funds should be back in their account within 1-2 working days.
PRO TIP: If you are refunding the client for a product, the product will be returned to your inventory after the negative invoice has been raised.