Can a refund become customer credit in Rekaz?

The current Refund Invoice form does not convert a service amount into customer cash credit that can pay for a later order, and it has no expiry setting for such a balance. Wallet Theme under Loyalty Program controls the loyalty card and stamps; it does not turn refunded money into credit valid for one or two months.

When an appointment is cancelled and you want to retain its value for the customer, distinguish the booking status, the money recorded on the order, and any agreement about future use of value. Opening a refund form or changing the loyalty card’s appearance does not automatically create that future-use arrangement. These steps show where to check the facts without issuing an unintended refund.

Before you start

Rekaz dashboard → Orders → the relevant order. Wallet appearance settings are under Loyalty Program.

• Open the correct business and the order for the intended service. Verify the customer and order number before any financial action.

• Use an account that can view the order, transactions and refund options. Available methods can depend on the payment and business settings.

• This guide inspects options only. Do not select a service or refund method, or choose Process Refund, when your purpose is to ask about future customer credit.

1. Review the order’s payment

Open the correct order under Orders, then select Transactions. Check Payment Method, Payment Date and Total Amount. The example shows a 1,500 SAR bank transfer. Review Refunds as well when checking previous returns; the order total is not automatically available customer credit.

2. Inspect refund methods without processing one

Open Actions at the top of the order, then Refund Invoice and Refund Method. Read the methods and amounts at the bottom. There is no field here to turn the amount into cash credit or set its expiry. Close the method list without choosing an option, then select Cancel inside the form. Do not select Process Refund.

3. Distinguish the loyalty wallet from cash credit

Open Marketing Tools, Loyalty Program, then Wallet Theme. Wallet Pass Settings appears. In the stamps example, Card’s Color, Text Color, images and stamp style control appearance. They do not convert the order amount. Inspect the page without changing or saving settings.

Result

You identify the recorded payment and understand refund methods and loyalty-card appearance settings without refunding money, creating credit or changing the loyalty program.

Can I set an expiry of one or two months? The refund form has no field for creating a customer cash balance with an expiry date. Writing “valid for two months” in a refund reason or note does not create credit that is deducted from the customer’s next purchase or expires automatically.

Remaining Refund Amount refers to what can be refunded from this order. It is not a customer wallet balance. In the example, a 1,500 SAR payment is recorded and no service is selected, so Refund Amount is 0.00. This does not add 1,500 SAR to a spendable account.

Refund Method describes how money will be returned, not the kind of credit granted to a customer. The example offers Cash, Bank Transfer and a custom method named سلفة. Your list can differ. A custom name identifies a method used by the business; the name alone does not create a cash wallet, expiry date or automatic deduction from future purchases.

Cancelling a service or booking does not by itself prove that money was returned. A payment remaining on an order does not mean it became credit. Review Transactions, Refunds and each transaction’s status. Keep cancellation, a refund request and a successfully processed refund distinct.

A credit note related to a refund is a document in the order record. Its existence is not evidence of a wallet the customer can use to pay. Naming a payment method “credit” does not change the transaction’s meaning or create automatic tracking of a reusable balance.

Wallet Theme in Loyalty Program controls card colours, images and stamp appearance. Its preview uses sample details and a reward display. A stamp count or Remaining Until Reward is not the refund amount in riyals. Do not change a loyalty reward to compensate for a payment without understanding what that reward actually grants.

For a proposed future-use arrangement, prepare the order number, cancelled service, original payment, refunds already made, value you want to retain, and intended start and expiry dates. Review the arrangement with your business administrator and Rekaz support before recording a financial transaction or promising automatic use of credit. Describing the case does not establish that an automatic conversion or a support-operated conversion is available.

Do not record a completed Cash or Bank Transfer refund when the intended outcome is to keep the money for the customer; the record should describe what actually happened. Do not record another customer payment to document money already paid. If you need to return money, follow the appropriate refund route for that payment and verify its result.