After following these instructions, you have successfully created a Sales Order in Springboard Retail. However, you found the item to not be available or your client changed their mind and you need to return payment. Springboard Retail has a quick and easy solution!
Refund the payment on Sales Order
- Navigate into your Pending or Open Sales Order.
- Scroll down the page and locate the PAYMENT header on the screen.
3. After payment is taken, two options will be reflected: “Refund” or “Receipt.”
4. Select “Refund.”
5. A prompt will appear from Springboard (as seen below). Select, "Yes, refund payment."
6. You are all set! Your refund has been processed!
If you have any questions regarding processing a refund on a Sales Order or Layaway ticket with Clover, please reach out to Support@Springboardretail.com!