Refunds

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Refunds return money to the customer and update the sale record. ZynoSuite supports refunding individual payments and, for completed transactions, refunding or canceling an entire sale or order.

Permission Required

Payment-level refund access depends on your ZynoSales permissions. Full sale/order refunds from Transactions require permission to edit transactions.

Refund A Payment From Salespoint

Use this when you are working with the sale in Salespoint and need to refund one payment.

1. Open the sale in ZynoSales > Salespoint.
2. Select View Payments.
3. Find the payment to refund.
4. Select the refund icon.
5. In Refund Payment, review:
   • Payment Amount
   • Already Refunded
   • Available to Refund
6. Enter the Refund Amount, or select Full.
7. Select Process Refund.
8. Confirm the refund.

The payment list updates after the refund is processed.

Refund Or Cancel A Completed Sale

Use this when the sale is already closed and you want to refund or cancel the whole sale or order.

1. Open ZynoSales > Transactions.
2. Select the transaction.
3. Open the more-actions menu.
4. Select Refund sale, Cancel sale, Refund order, or Cancel order depending on the transaction state.
5. Confirm the warning prompts.

This action refunds the full amount to the original payment method or cancels an uncaptured payment. ZynoSuite asks for confirmation because this action cannot be undone.

Partial Refunds

For partial refunds, refund the specific payment instead of refunding the whole sale.

Example:

1. Open View Payments.
2. Choose the card, cash, check, gift card, or custom payment that should be partially refunded.
3. Enter only the amount to refund.
4. Process the refund.

How Refunds Are Recorded

Original Payment	Result
Card	Refund is sent back through Stripe to the original card payment.
Cash	A negative cash payment/refund entry is recorded.
Check	A refund entry is recorded for the check payment.
Gift Card	Gift card value is restored according to the gift card refund behavior.
Custom Payment Method	A refund entry is recorded for that custom method.

Common Issues

Problem	What To Check
Refund icon is missing	The payment may not be refundable, may already be fully refunded, or you may not have permission.
Refund amount is rejected	The amount must be greater than zero and no more than the available amount.
Full sale refund is missing	Open the completed transaction from ZynoSales > Transactions and confirm you have transaction edit permission.
Card refund did not appear immediately	Card refunds can take time to appear on the customer's bank statement after Stripe accepts the refund.

Related

• Transactions
• Transaction Details
• Processing Payments
• Receipts