title: "How to Refund or Void a Sale | Karmasoft Help Guide"
description: "Learn how to effectively void or refund a sale in Karmasoft, understand the timing differences between transaction voiding and refunding, and manage student usage restrictions with ease."
tags: [refund, void sale, Karmasoft, POS refund, transaction management, sales guidance, helpdesk, student package, batch settlement]
How to Refund or Void a Sale
Step-by-Step Instructions
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Navigate to Activities & Reports from your dashboard, then select Activities from the dropdown.
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Click on the Sales tab located in the left sidebar.
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Identify the student or package sale you wish to reverse. Click on it—or click the circular “arrow” icon to the right—to view details.
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In the Details for Order window, you’ll find two red action buttons: Refund and Void.
Important: If the student has already used any classes within the package, the Refund and Void buttons won’t appear.
To resolve this, first remove the student from all classes associated with the package.
Void vs. Refund: Which Should You Use?
| Action | Credit Card Sale Conditions | What Happens |
|---|---|---|
| Void | Only if the sale was just placed or before the daily batch settles. | The transaction is completely removed—no charges applied. Cash sales can be voided at any time. |
| Refund | Only if the sale is reversed after the daily batch has settled. | The sale is refunded, but processing fees apply both for the original transaction and for the refund—these fees are unavoidable. |
Summary Tips
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Use Void for fast cancellations before settlement—best for correcting immediate mistakes (e.g., within minutes or hours of the transaction).
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Use Refund when a sale must be reversed after settlement—keep in mind there are fee implications.
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Restore student eligibility by removing them from classes before attempting to void or refund a sale.