To show a refund in Pocket PA and to update a payment status from Paid to Unpaid in the appointments or sales area you must delete the payment in order to reflect the refund.
NOTE: The refund process means that the payment will need to be deleted from your records and will no longer show anywhere once completed.
Start on the Income Screen via the Financials menu dropdown.
On the Income Screen at the bottom, there will be a list of all payments you've created under 4 different tabs.
You can click on each one by selecting the green date of the payment that you wish to see the payment details for.
Click on the Red Delete Payment button to delete.
Confirm on the pop-up that you definitely want to Delete the Payment or press Cancel
After that, the payment status of specific appointments or sales will be updated from Paid to Unpaid.
Stripe and Square refunds
You can delete the payment whatever method you have used to register as the Payment method.
However if the payment was made through Stripe or Square, then you will need to additionally refund the payment in the Stripe or Square dashboard.
If you delete a payment that has been made through Stripe/Square, you will be reminded to do this with a Pop up
Click here to see how to refund a payment in Stripe
Click here to see how to refund a payment in Square