How To: Document a Cash Refund in TapGoods PRO
Once an Order has been created in TapGoods PRO or Storefront, you can add a Payment to the Order in the Billing tab. In this tab, you can add a Credit Card to the Order if you have not already, and initiate Payment from the Customer. When a Payment has been made on an Order, you can Refund any Payment made within the Billing tab of an existing Order.
**Custom Cash refunds are notations within TapGoods PRO and no money will be routed to a Credit Card or Bank Account. Only issue a Custom Cash Refund if you have processed a Cash refund to a Customer outside of TapGoods PRO**
On the Billing tab, you can Refund any Payment made on an Order by scrolling down to the Refund field. In this field, you can process a Refund on a Credit Card, Cash, Electronic, or Check Payment.
To refund a Payment using Cash, follow the steps listed below.
- In the Refund field, click the dropdown arrow next to Select Refund.
- Select the Cash Payment OR Custom Cash. - If you select a full Cash Payment to Refund, skip step 3.
- Input the Refund Amount into the text field.
- [Optional] Add a Note to the Refund.
- Click Refund.
**Note: You cannot process a Payment higher than the Maximum Refund listed in the Refund field.**
Once the Refund is processed, you will receive a Refund Confirmation.
While TapGoods PRO will notate this transaction in the Billing Notes, it is important to note that TapGoods PRO will not process a Cash Refund internally and all Cash, Check, and Electronic Refunds are processed outside of the platform.