Did you miss the webinar or want to revisit what we talked about? Look no further! Scroll down to see the timestamped video recording with answers to your questions. Below is an FAQ section with links to other articles that shed more light on the topic.

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Excellent question! Here's a short summary of each option and when to use them.

The only way to reprocess a failed eCheck or online credit card payment/refund is via the Payment Action Center. Learn more about it here.

You can only refund a saved credit card via the payment itself, or when canceling an invoice item and the payment is reconciled to said invoice. Learn more about it here.

You can't change details or notes on an invoice. In terms of modifying an invoice, only replacements may be possible. Otherwise, it must be cancelled.

Only the saved credit card that was initially used for payment can be refunded directly through SmartRec. If the card is no longer valid, you must perform the refund offline, either with your terminal (with the client's physical card) or in cash. Learn more about saved payment methods here.

An account deposit is a payment that is stored in the client's account for future use. Clients with an account deposit have the option to use it as payment towards a purchase in the store, which is automatically reconciled with the paid item(s).

An admin can manually reconcile an account deposit towards any existing, unpaid invoice item. Learn more about account deposits here.

In the client's billing, click Operations>Create invoice and choose a fee-type custom item to charge the client for something that isn't offered in your store. Otherwise, you can make a purchase on behalf of your client by clicking 'Add purchase'.

No. To avoid this, ensure that clients are required to pay the full amount at checkout.

The sales summary report provides the sum of sales by product type (activities vs memberships vs merchandise, etc.) and provides a breakdown of each type on separate sheets. It also shows deducted discount and credit amounts.

If a refund amount has already been reimbursed on the client's card, there's no way to make any modifications. If the client owes you money, you may create an invoice for the proper amount. You can still refund the credit card an additional amount if there is a residual payment amount left to reimburse.

When cancelling a purchase and issuing a partial refund, it must be in percentage format.

Yes you can! Learn how to mass credit (or invoice) here.

You can choose which credit to use when refunding a client. However, if a credit or account deposit is available in the client's account, the client can use it as payment towards a purchase in the store.

Manage your client's billing

Saved credit cards and eChecks

Cancel a purchase and issue a refund

Refund without cancelling a purchase

3 ways to reduce price

Custom items - extra fees & rebates

Create automated discounts

The Payment Action Center