How to return seats and do a refund for a credit card sale

(Last updated on: July 1, 2021)

  • Go to Sales | Sales records | Search by sale number, customer name, etc. and bring up the sale you want to credit.
  • Go to the Tickets tab | Return seats.
  • The Removing selected seats window will appear.
  • Choose the seats you want to return.
    • Note: Ctrl-click and Shift-click will allow you to select multiple seats
  • Click on Return It.

 

  • A yellow window, giving you the difference in the paid amount, minus the amount being refunded, will appear.
  • Click on #2 – Add another sales record for the $______ (refund amount).

 

  • Another yellow window will appear, Adding another record for sale _______.
  • The New payment type will be Paid by card.  The Keep the original card number box will be checked.  The payment amount will appear as a negative.  The Balance due will appear as a negative number.

 

  • Click on Add the sale.
  • This will create a sale record for that customer with a total sale of $0.00 and a Total Paid amount of $ -________ (a negative amount).
  • The original sale will show a total sale of $0.00 and a payment of $_________ (a positive amount).
  • Together, the two sales balance each other out.
  • You will need to go to your payment gateway (Authorize.net, etc.) and manually do a void for that sale if it was done the same day as the original sale.
  • If the original sale was done on a previous day, you will need to manually do a refund.
  • Currently, Wintix does not interface with your payment gateway for credits or voids. That feature is being developed to adhere to the strict PCI regulations that are constantly changing.
This entry was posted in Desktop Software, Wintix5, Accounting and tagged . Bookmark the permalink.

Leave a Reply