You can refund customer memberships on the Transactions List as well as in a customer's profile on the Customer Management page. Just follow the steps below for more information. 

Refunding on the Transactions List

Refunding on the Customer Management Page

Refunding on the Transaction List

1. Click Reports. Next, click Transaction List.

2. Click on the Transactions From-To box to select a Date Range for the report.

3. Click on the arrows to the left and right of the months and years to advance or move back a month on the calendar. Click on the drop-down menus to select another month or year for the report. 

4. Click on the days on the calendar screen to select a date. 

5. You also can select a date by clicking on the following options: Today, Yesterday, Last 7 Days, Last 30 Days, This Month, Last Month, and This Year. 

6. Click Submit when are finished making the selections. 

7. Click on the Service Providers drop-down menu to select the providers you want to include in the report. Click Select All to include all service providers or click on the box next to each service provider to select the specific employees you want to include in the report. 

8. Click on the Customer drop-down menu to select the customers you want to include in the report. Click Select All to include all customers. 

9. Click Run Report when you are finished making the selections. 

10. Click on the Action drop-down menu. Next, click Refund. 

11. Locate the item on the left side of the screen. Next, click on the box under the appropriate refund type. 

12. Enter the Refund Amount. Then, click Next.

13. Enter how you want to distribute the refund in the boxes. Next, click Submit. 

14. Enter the reason for the refund. Click on the checkbox next to Print Receipt to get a physical copy of the refund. Click Submit when you are finished. 

15. Click OK to confirm the refund.

Refunding in Customer Management 

1. Click on Customers.

2.  Enter the customer's name in the textbox. Click on it once it appears below.

3. Click on the MEMBERSHIP tab. 

4. Locate the membership. Next, click Refund.

5. Locate the item on the left side of the screen. Next, click on the box under the appropriate refund type. 

6. Enter the Refund Amount. Then, click Next.

7. Enter how you want to distribute the refund in the boxes. Next, click Submit. 

8. Enter the reason for the refund. Click on the checkbox next to Print Receipt to get a physical copy of the refund. Click Submit when you are finished. 

9. Click OK to confirm the refund.