You can schedule a customer refund to occur on a specific date in the future. You can either request to send a check to the customer or credit the customer's account balance with the refund amount.
Go to Front Desk.
In the side-bar, click Refund and select Schedule Refund.
Search for and select the customer who you want to schedule a refund for.
On the Select Transaction for Refund page, click the Description of the transaction that you want to refund.
On the Schedule Refund - Credit Fees page, select a Refund Date.
To refund:
Only some classes in an enrollment, select the Refund by individual classes checkbox and then click the calculate link. If the activity has been configured to allow refunds of individual classes by:
Number of classes, then:
(Only applicable to prorated enrollments) Select to exclude/include non-prorated fees in she Single class price by unselecting/selecting the Include non-prorated fees when calculating single class price checkbox.
Enter the Number of classes to refund and click the Apply button.
Specific classes, then select the checkboxes next to the classes to refund and click the Apply button.
A whole enrollment, in the Fees section, select the check box next to the enrollment and verify the charges to refund or make any necessary modifications.
Enter any Cancellation Reasons, if applicable.
Enter any necessary Staff or Customer Notes.
Click Submit.
Select the customer or company that you want to receive the refund.
On the Complete Schedule Refund page, enter the amount of the refund that you want to refund.
Note: If your organization uses refund requests, then a Request Refund checkbox appears in the Refund to Account section:
To request a refund of the account credits, select this option and enter a Reason for the request. The reason that you enter will display on the Refund Request Approval and Processing pages.
To keep the credits in the customer's account, disable this option.
Click Submit.
Print the receipt for the refund, if necessary.
Listing customers' scheduled refunds