For our guide on refunding a payment transaction, click here.

If you need to process a return 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 return or exchange. This ensures your historical sales are static and a new invoice is issued for your client's reference. 

Return items

1. Go to Sales and select Sales history.
2. Use the search bar to search by invoice or client, and then the filter options to refine your search.
3. Under Invoices, use the button to choose which date range you’d like to view.
4. Click on the white Actions button on the invoice and select Return items.
5. Click on Continue to refund to return all the items in the sale. To process a partial return of specific items on the invoice, click on the items you would like to keep and select Remove item.

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

Process a partial return

1. Go to Sales and select Sales history.
2. Use the search bar to search by invoice or client, and then the filter options to refine your search.
3. Under Invoices, use the button to choose which date range you’d like to view.
4. Click on the white Actions button on the invoice and select Return items.
5. Click on the item you would like to process a partial return for and Remove item.
6. Add the same item to your cart.
7. Click on the item and adjust the price.
8. Save to confirm.

Select the relevant payment method/s and Save and refund.

Process an exchange

1. Go to Sales and select Sales history.
2. Use the search bar to search by invoice or client, and then the filter options to refine your search.
3. Under Invoices, use the button to choose which date range you’d like to view.
4. Click on the invoice you’re looking to return items for and click on the white Actions button.
5. Select Return items. 
6. Choose the product, service, membership, or voucher you’d like to exchange it with.
7. 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.