Goldie lets you refund a payment in full or partially, either from the appointment or from your Payments dashboard. You can also issue multiple partial refunds on the same transaction until it's fully refunded.
Requirements:
Goldie Payments must be active
You need permission to issue refunds
Partial refunds: minimum Goldie App version 61.0.0, available in all plans
Where to start a refund
You can open the Refund screen from two places:
From the appointment: open the appointment from your Calendar, then tap the […] button next to the transaction you want to refund. All payments taken for the appointment are listed under Transactions.
From your Payments dashboard: expand the transaction and tap Refund.
To refund from your dashboard in Goldie, go to Menu (☰) → Payments, expand the transaction, and tap Refund.
Note: If a client cancels within your cancellation timeframe, the cancellation notification may show a Refund button.
That button refunds the full appointment amount, so use the appointment or the Payments dashboard to refund only part of it.
Refunding the full amount or part of it
On the Refund screen, the Amount field shows how much of the transaction is still available to refund.
To refund the full amount, leave the amount as it is.
To refund only part of the transaction, edit the amount. Goldie shows how much will remain available to refund. There is no minimum refund amount.
You can come back and issue another partial refund on the same transaction later, as long as there's an amount left to refund.
Choosing a refund method
Below the amount, choose how the money goes back to your client. The method the client paid with is shown first:
Card payments: choose Card used at payment or Cash.
Cash payments: the refund method section isn't shown, and the refund is recorded as cash.
Tap Refund, then confirm in the pop-up. You can't undo or cancel refunds once you confirm them, so double-check the amount and method first.
If you run into issues processing a refund, please email us at [email protected] prior to refunding in cash.
Card refunds typically take up to 10 business days to process, so it helps to communicate that timeline to your clients.
Tracking refunds and partial refunds
On the appointment, every refund, full or partial, appears as its own entry in red, with the date and the refund method.
After a partial refund, Goldie also shows a Partially refunded label in orange with the total refunded so far.
The amount updates with each partial refund, and the label disappears once the whole transaction has been refunded.
When partial refunds aren't available
Partial refunds work for all payment types except Buy Now, Pay Later, which can only be refunded in full. Product transactions can be partially refunded from the Payments dashboard.
If you get an error while refunding, see Troubleshooting Refund Errors.
Still can't find what you're looking for? Return to the Help Center homepage to search for additional articles or reach out to us - we're always here to help.