In Karmasoft, you can refund or void a sale directly from the sales activity panel. Knowing when to use each option ensures accurate records and avoids unnecessary fees.
Steps to Refund or Void a Sale
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From the dashboard, click Activities & Reports → Activities.
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Select the Sales tab from the left panel.
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Choose the student or package you want to delete, or click the black arrow icon on the right.
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The Order Details receipt will appear. Here you’ll see two options: Refund or Void.
Note: If the student has already attended classes using the package, these buttons will not appear.
To enable a refund/void, first remove the student from any classes linked to the package.
Refund vs Void – Which One to Use?
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Void
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Use for credit card sales made before batch settlement (same-day or pending transactions).
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Removes the transaction entirely, with no charges applied.
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Cash sales can be voided at any time.
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Refund
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Use for credit card sales after batch settlement.
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Credit card processors will charge both the original transaction fee and the refund fee (these cannot be avoided).
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Video Guide
Watch a quick walkthrough on how to refund or void sales in Karmasoft: