Perform a Refund in SkyTab Lighthouse Business Manager Transactions Manager

Description: Learn how to perform a full or partial (custom) refund in Lighthouse Business Manager (LBM) Transactions Manager.

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Availability: United States, Canada, Ireland, Spain, United Kingdom

Perform a Full Refund

To perform a full refund using SkyTab POS, visit the Refund Flow on SkyTab POS article.

To watch more how-to videos, visit our video section.

Pre-settlement transaction adjustments (Voids) halt the processing of the original transaction. Post-settlement transaction adjustments (Refunds) are processed using the original payment method in a new transaction. The Transaction and Ticket amount determine the refund amount. Additionally, refunds are exclusively issued back to the original form of payment.

By default, Admins have refund permissions, whereas LBM users are disabled for refund permissions. Visit Enable Refund Permissions in Lighthouse Business Manager to enable permissions.

To perform a full refund:

1. Locate a transaction or ticket using the LBM Transaction Manager tab.
2. Select Refund / Adjust.
   
3. Select Full Refund.
   
4. Select a Reason and add a comment (optional).
   
   
5. Select the Refund button to confirm the refund.
   

Perform a Partial Refund/Custom Amount

Use this option when you need to refund a specific portion of a transaction, such as for a partial product return or service discount.

1. Locate a transaction or ticket using the LBM Transaction Manager tab.
2. Select Refund / Adjust.
3. Select Custom Amount.
   
4. Select a Reason and add a comment (optional).
5. Enter the refund amount (must not exceed the original transaction total).
6. Select Refund to confirm the refund.

To email the customer the adjustment receipt, visit Share an Adjustment Receipt Via Email for Transaction Manager Adjustments.

View Refund Details in Transaction Manager

After a full or partial refund is processed, a new refund transaction is created in Transaction Manager. Here's what to expect:

• Original sale transaction: A link to the associated refund transaction appears within the original sale transaction, allowing you to quickly navigate between the two.
  
• Refund transaction: The refund transaction includes all standard transaction data, plus additional refund details:
  • The user who initiated the refund
  • The reason selected during the refund
  • Any additional comments entered at the time of the refund
    

SkyTab POS Adjustment Notes

After a refund or tip adjustment has been made in LBM, a note detailing the adjustment and the amount appears at the top of the SkyTab POS original ticket.