There are two ways to create a "Refunds Report." One is to run a Transactions Report, and the other is to run a Discount Item Report. We'll go through each of these methods below.

Go to Reports > Transactions. Follow these steps:

If you have more than one Location, choose All Locations or a specific Location in the upper-right corner

Enter the dates you want to see transactions for and click Submit.

Once you select the date range, the transactions are categorized in columns of transaction type.

Click on the down arrow beside the Refund column to see all the transactions that happened on that day. For example, in the screenshot below, by clicking on the down arrow beside the refund "$237.10" you can view all the charges that made up that total.

You can also scroll to the end of the report and click on the down arrow beside "Refunds" to see ALL the transactions within the timeframe given.

Select the export button at the top right of the total Refunds window to export this list to a ".csv" file that can be opened in Excel or Google Sheets (or any other spreadsheet software).

The headings can be sorted and filtered in any spreadsheet program. Refunds will show up under the heading Payment Type.

You can also print the report by clicking the printer icon. You can print a hard copy or print the document as a PDF.

We suggest that you create a new Discount Item called “Refund Adjustment” or "Account Adjustment" and always use that item when doing refunds instead of a Misc. Credit.

To run a report on the new Refund Discount Item, head to the Reports page and click on Charge/Discount Items.

Then follow these steps:

Choose the time period (dates) you want to view on the calendar.

Select the down arrow beside "Discounts" at the top, then check the box of the Refund Discount Item. In this example, the Discount Item is called "Refund Adjustment."

This will populate a list. Click on the blue arrow under each item to see more specifics.

You can export and/or print this report by selecting the icons to the right.

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