This article is intended for users of Stripe and Cardpointe who are seeking to initiate a card refund. If you are utilizing a third-party account, please contact them directly for the appropriate procedures regarding refunds.
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
💻 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
📱 Mobile 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.
📢 FAQ
Q: When will the cardholder receive the refund?
Q: When will the cardholder receive the refund?
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?
Q: Can I refund a payment on the Stripe or Cardpointe website?
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: How do I confirm payment has been refunded?
Q: How do I confirm payment has been refunded?
That's what Stripe and CardPointe are here for! Log in and follow the article below if you can't 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 [email protected].