CleanCloud makes processing refunds simple, whether you’re refunding saved cards through integrated solutions like CleanCloud Pay or Clearent, or issuing refunds via cash, store credit, and other options. Follow these steps to issue a refund directly from the POS.
1. Processing a Refund by Editing a Paid Order
Find the order you wish to refund by navigating to the Cleaning, Ready, Pickups, or Search pages. Click the blue pencil icon to edit the order.
On the New Order page, a Refund button will appear on the orange banner at the top of the order screen.
Click the Refund button to select a specific amount, a percentage of the total, or the full amount for the refund.
Choose to Refund To the original payment method, an alternative method (like cash), or apply the refund as Store Credit to the customer’s account.
Enter a Reason for the refund, as this helps with record-keeping and any potential future reference.
Once confirmed, click Submit to finalize the refund.
⚠️ If you’re using Stripe as your payment processor, remember to process the refund in Stripe's dashboard to ensure funds are returned to the customer’s account.
2. Processing a Refund via the Search Page
If you prefer not to edit a paid order, you can process refunds directly from the Search page.
Locate the specific order by entering search criteria (e.g., order number, customer name, etc.) on the Search page.
In the search results, click the Refund button and follow the refund steps outlined above.
This method is especially useful if you’d like certain staff members to process refunds but limit their access to edit paid orders.
🗒️ Notes:
Refund Status: If a refund has already been issued for an order, it will display at the top of the page to prevent duplicate refunds.
Alternative Refund Options: You can refund to the original payment method or issue the refund as store credit, which the customer can use on future purchases.
Integrated Payments: Refund processing times vary by payment provider and bank, generally taking 3–5 business days.
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