To refund a package visit, view the video or follow the steps below the video.
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Navigate to
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Find the customer and the package you want to refund, click the Action drop-down menu, and then select Refund.
To run a Transaction List report, see Transaction List Report - Web Version.
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Click the Package Refund field.
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Enter the Refund Amount and No Of Visit(s) fields, then click Confirm.
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Enter the reason for the refund.
Toggle Email Receipt and/or Print Receipt for a refund receipt.
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Click Refund.
Note
For Quickbooks and Xero integration, package visit refunds will not be recorded because packages are virtual money.
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If you selected Print Receipt, you'll be able to print a copy.
Note
You can see the refunded package in the Transaction List, the customer's profile, and the Packages Report.
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To view the receipt of the refunded package, click the Action drop-down, then click Receipt.
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You'll be able to see details about the refund that was given. Select a printer or click Print to get a paper copy. Click Send Email to email a copy to the recipient.
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To send an email receipt, enter the customer's Email, then click Send Email.
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