Billing Transactions
On your Left menu, go to Membership Billing and select Reports. Click View Report under the Transactions Tile.
Click the blue invoice number to get the transaction details. The Transaction Details window will appear. You will be able to see the customer information and the processing information.
Refund
To refund a client, you will need to go to the client's profile and go to the Billing tab and Activity Summary. Click the Add Refund button below the Billing section.
The refund window will appear. Enter the amount you would like to refund the client and select the payment method, and then click the Confirm button. Make sure to leave a note for future reference. The transaction will reflect on the account in real time.
Important Reminders:
If the client's account has a $0.00 balance, you need to select the action as Refund and Cancel. That way, the system would automatically generate a credit to cover the refunded amount.
If the client's account has a positive balance, say from an overpayment, you may proceed by selecting the action as None. This way, the system would automatically allocate the existing credit to the amount that will be refunded.
