How to Look Up Past Sales and Give a Refund

Transactions is the list of every finished checkout: who paid, what for, how they paid and who did the work. Use it to answer "did this client pay?", resend a receipt, or refund a payment.

Open Transactions

Click Insights in the top menu, then Transactions. Managers and admins can see it on plans with Checkout.

If your salon has Require PIN for sensitive actions turned on in Settings, SupaDay asks for your PIN before showing the page.

Read the summary cards

Five cards at the top add up whatever is in your filtered list:

Find a sale

1. Type a ticket number or client name in Search ticket # or customer...
2. Narrow it down if you need to:
   • Status: All, Completed, Refunded, Partial Refund or Voided
   • Provider: All Providers or one staff member
   • Payment: All, Card, Cash, Check, Gift Card, Store Credit or Other
   • From and To: a date range
3. Or tap a shortcut: Today, Yesterday, This Week or This Month.
4. Click Filter. Click Clear to start over.

Each row shows the date, ticket number, client (or "Walk-in"), staff, services, payment type, tip, total and status.

Open a sale's details

Click any row to open Transaction Details. You'll see:

• Each item grouped under the staff member who did it, with any discounts
• Each person's tip
• Subtotal, Discount, Tax, Tip and Total
• Payments: each payment with its method and amount, plus any tip taken on the card reader

From here you can also:

• Click Edit next to an item to change which staff member gets credit (admins only).
• Click Edit next to a payment's reference to add or fix a check or gift card number.
• Click Edit next to Tip to change how the tip is shared. See split payments and tips.
• Click Email Receipt to send a receipt, if the client has an email address.

Refund a payment

1. Open the sale in Transaction Details.
2. Under Payments, click Refund next to the payment.
3. Enter the Refund Amount. It can be part or all of that payment.
4. Add a Reason (optional), like "Service issue".
5. Click Process Refund.

Card refunds go back to the client's card. For cash and other payments, SupaDay records the refund and you hand the money back yourself. The sale's status changes to Refunded or Partial Refund.

Heads up: A refund can't be undone. If a sale was split across two payments, refund each payment on its own.