Fit Pro Tracker has enhanced the refund process. It was once a two-step process, but now it has been consolidated into a single process.

With this new enhancement, you will be able to handle refunds securely and efficiently, with no action required from you.

To start the process, you'll need to go to the Contact Profile. Go to the Billing tab and then to the Activity Summary. Then, choose Billing and click on Add Refund.

When you click the Add Refund button and enter the refund amount, the system will automatically add the Process Credit, Process Payment, and None options.

You might use the various Add Refund options in several scenarios.

A.Process Credit. This is the default option when you click on the Add Refund tab. When you enter the amount, you will also see the same number for the credit amount in the box. For the credit type, the default will be Cancel Invoice.

To approve the refund and issue a credit, click on the Confirm button.

B. Process Payment. This option is for adding a payment. This will apply to a contact who was charged on one account for their payment but wanted it to come from a different account. If the contact prefers to pay by cash or check, you can select those options, and the payment will be resolved.

Important Reminder: If the client has provided a new payment method, you must first add that payment method before proceeding with the refund.

C. None. You can use this third option when you processed a payment but there was no Invoice created and the account was not past due which also creates a credit balance.

If you did not mean to process that payment and you need to refund that payment, go to Add Refund, enter the refund amount, select the None option, and click the Confirm button.

With the three options available in the Add Refund section, the process for you makes it much easier to process those refunds.