You can refund a Gift Voucher in the same way as you refund any other Order in your Spektrix system. Gift Voucher purchases are stored in the Order History of a Customer Record. Before you perform a Gift Voucher refund, check your refunds policy with your Finance Team.
You can return and refund an unredeemed Gift Voucher to stop or cancel the Gift Voucher.
Before you read this article, make sure you are familiar with:
Refunding an Unredeemed Gift Voucher
You can refund an unredeemed Gift Voucher as long as it hasn’t expired. If a Gift Voucher has expired and you want to honour its value, read Expired Gift Vouchers for more information.
To refund an unredeemed Gift Voucher, follow these steps:
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Search for the Order.
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Under Other Items, select the Gift Voucher and click Return:
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In the New Transaction pop-up, choose Phone, Counter or Web depending on how the Gift Voucher was purchased:
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Click the Refunds tab and then select the Refund type. This should match the original payment method:
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Check the refund Amount and click Ok.
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Click Confirm.
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In the Information pop up that appears, choose whether to send a confirmation email for the transaction.
Refunding Account Credit from a Redeemed Gift Voucher
When a Gift Voucher is redeemed, it is added to the recipient’s Customer Record as Account Credit. Check with your finance team, before refunding Account Credit.
TIP: You won’t be able to issue a card refund when refunding Account Credit.
To refund Account Credit, you’ll need to refund to Cash, or a Custom Payment Type to account for the refund in Spektrix. You’ll then need to refund the amount to the Customer manually outside of Spektrix - for example via BACS, Cheque etc. Read Custom Payment Types for more information.
To learn how to refund a redeemed Gift Voucher, follow the steps in Refunding Account Credit back to the original payment method.