Packages: Refund a Visit

To refund a package visit, view the video or follow the steps below the video.

Related Articles:

Navigate to Reports → Transaction List.
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.
Click the Package Refund field.
Enter the Refund Amount and No Of Visit(s) fields, then click Confirm.
Enter the reason for the refund.

Toggle Email Receipt and/or Print Receipt for a refund receipt.
Click Refund.

Note

For Quickbooks and Xero integration, package visit refunds will not be recorded because packages are virtual money.
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.
To view the receipt of the refunded package, click the Action drop-down, then click Receipt.
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.
To send an email receipt, enter the customer's Email, then click Send Email.