📝 Overview
With integrated payments through Stripe and CardConnect, issuing a refund is quick and straightforward. This article walks Integrated users through the refund process step by step. If you’re using a third-party account, refunds are managed outside the platform - please contact your provider for guidance.
We understand that mistakes and cancellations can occur. If you see the payment in the DaySmart software, you can follow these steps to return the funds to the cardholder based on the software you are using.
If the payment is voided on the same day before your payments are batched, no funds should be collected. However, if the payment has already been batched, the cardholder will see the funds returned within 5-7 business days.
💻 Website
Click the arrow to learn how to refund on the DaySmart website
Click the arrow to learn how to refund on the DaySmart website
Click on the appointment from the Appointment Book.
If you do not see the appointment, go to the Appointment List at the upper right and use the search filters.
Click Appt Details
Use the Actions drop-down menu from the top right.
Select Void Transaction
Enter a reason for the void if you wish
⭐ Make sure the check box next to Void credit card transactions is checked. This is how the payment gets returned to the client. If this is left unchecked, money will not be refunded.
Click Void
📱 Mobile App
Click the arrow to learn how to refund on the DaySmart app
Click the arrow to learn how to refund on the DaySmart app
Click on the appointment from the Appointment Book.
If you do not see the appointment, choose the List view at the top of the app.
At the bottom of the screen, select Void Sale.
⭐ Make sure the check box next to Void credit card transactions is checked. If this is left unchecked, money will not be refunded.
Enter a reason for voiding if you'd like, then tap Void Ticket.
🖥️ Desktop
Click the arrow to learn how to refund on the DaySmart desktop software
Click the arrow to learn how to refund on the DaySmart desktop software
Our amazing software team has written an in-depth article with the steps to refund payments in the desktop software.
📢 FAQ
Q: When will the cardholder receive the refund?
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Click the arrow to learn more
When a refund is processed on the same day, customers should expect to see the charge drop off and not appear on their bank statements.
If you are refunding a payment after it has already been batched for the day, the customer will see both the charge and the refund in their bank account once the process is completed. It can take 5 to 7 business days for the funds to be returned to the cardholder.
Q: Can I refund a payment on the Stripe or Cardpointe website?
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Click the arrow to learn more
Both Stripe and CardPointe provide the option to issue refunds directly through their websites. However, it's important to note that these transactions will not automatically log in DaySmart, meaning you'll need to manually add any refunds processed this way.
To ensure accurate tracking and reporting, please refrain from processing refunds directly on the card processors' websites unless you have received specific guidance from a DaySmart employee.
Q: Can I do a partial refund?
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Click the arrow to learn more
Our amazing software team has written an article with the steps to partially refund a payment on the Cloud software if you're processing with CardConnect.
Stripe does not allow partial refunds at this time.
Q: Can I refund a payment to a different card?
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Click the arrow to learn more
Only CardConnect users are able refund a payment to a different card. Stripe does not allow for blind refunds at this time.
Refunding to a different card follows the same process as a partial refund. You'll want to go to the Checkout heading and create a transaction, then under the Search a Service/Product box, you will see a button to "Refund an item."
Once you click on the button, you can search for the service you're looking to refund and "add to order." Once added, you'll see the item show as a refund and negative funds for you since you're giving them back to the cardholder.
You will need to click "refund an item" for each item you want to add to the ticket.
Once done, you can click Proceed to payments just like a normal transaction. If you're refunding to a card saved on file, you can select the card under all the available payment options. Otherwise, you will need to manually enter the card information or have the customer come back to the store to insert their card into the machine for the refund.
Q: How do I confirm payment has been refunded?
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Click the arrow to learn more.
That's what Stripe and CardPointe are here for! Log in and follow the article below if you need to locate any transactions.
💬 Contact Us
Still have questions? Contact us through our live chat option at the bottom right of this article or email us at paymentsupport@daysmart.com.