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Refunding house account transactions

Please review House Account Version 1 articles if you see Version 1 in Settings > House Accounts.

There are two ways to refund house accounts, depending on whether you’re voiding a charge placed on a house account or refunding a payment towards a house account balance.

Refunding house account charges

  1. In Lightspeed Retail (R-Series), open a transaction charged to a house account that includes products to be refunded.

    Transactions can be found in Lightspeed Retail through the All Transactions report or by reviewing the customer profile's sales history.

  2. Click Refund.
    golf-ha2-refund-transaction.png
  3. Click Refund next to the products to be refunded.
  4. Select your House Account Refund custom menu button.
    golf-ha2-refund-menubutton.png
  5. Adjust the amount to refund to the house account, if necessary. Clicking MAX will set the amount to include all products included in the refund.
    golf-ha2-refund-creditaccount.png
  6. Click Credit to account.
  7. Once back at the open sale, click Payment.
  8. Process refunds for any remaining amounts to other payment methods, if necessary.
  9. Click Finish Sale.

After the sale has been finalized in Lightspeed Retail, the refund will appear on the house account statement in Lightspeed Golf after refreshing the page.

Refunding house account payments

You can remove a payment towards a house account balance by voiding it in Lightspeed Retail. Then, you will need to process a refund for the payment itself through Lightspeed Payments.

Voiding a payment in Lightspeed Retail

Voiding a transaction in Lightspeed Retail will update the house account balance accordingly.

  1. In Lightspeed Retail, open the transaction that includes payments to be refunded.

    Transactions can be found in Lightspeed Retail through the All Transactions report or by reviewing the customer profile's sales history.

  2. Click Void Sale.
  3. Include a Reason For Voiding, if applicable, and click Void Sale.
    golf-ha2-refund-void.png

Refunding a payment in Lightspeed Golf

Processing a refund through Lightspeed Payments in Lightspeed Golf will send funds back to the customer's card.

Instructions for processing a refund can be found in our dedicated help center article.

What's next?

Reviewing house account reports

Information about reports to access for house account activity.

Learn more

Processing charges and payments towards house accounts

Managing charges and payments through house accounts.

Learn more

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