This article will walk you through how to issue the two types of refunds: Full or Partial.
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How to process a refund
1. Log in to your Moxie Suite account using this link.
2. Within the Global Nav, click Clients.
3. On the Clients page use the search for the client. You can search by name or phone number. After finding the client click on their card.
4. After finding the client, click on their card.
5. On the Client details click on the Wallet tab then scroll down to Invoices.
6. On the Invoices list, search for the invoice you'd like to refund. Then select it.
7. On the Summary page click on the purple ellipses in the top right corner > Refund.
8. On the Refund page, select a refund explanation from the available options. If Other is selected enter the reason in the space provided. Then click on the purple Next in the top right corner.
9. On the Select payment page, you'll:
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- Select the payment type to be refunded
- Then select the refund method from the available options.
As shown on this page you'll be able to edit the amount on the next page if the goal is to issue a partial refund.
10. On the next page, if you'd like to issue a full refund for the selected payment type simply click on the finalize refund button.
11. For a partial refund for the selected payment type click into the text box and edit the amount first, then click on Finalize refund.
Ta-da 🎉 you've processed a refund.
Watch the video walkthrough below on how to process a refund.