This guide will give you instructions on how to refund.
Most common scenario:
Customer bought something in store and is returning this (unopened, unused).
Refund from Lightspeed: How to refund
Customer bought something in store and is returning this (opened, used) but the product can not be put back on the shelf.
Write-off in Lightspeed by creating an inventory adjustment and manual journal entry in Xero
Other scenarios:
Customer had the pool serviced and is unhappy about the service. You want to refund their money.
Note: this is only done in Xero. There are no actions in Lightspeed (as the products are not returned and we don't want a store credit) nor in Vital.
Refund the money from Xero
Pay the refund through your normal banking channels.
Create a credit note for that client. Business > Invoices > Click new new credit note and enter related details
Approve the credit note.
Once approved, scroll down to 'make a cash Refund' - this can be used for multiple payment methods not just for cash refunds
- Select the date you paid the refund
- Select the account
- Add a reference
Click on Add Refund.
Reconcile the bank transaction from the respective account to the refund.
https://www.youtube.com/watch?v=BFqBaqoabEM