When refunding a membership recurring charge or the purchase, you can choose whether to retain or remove item and value credits. In this article, we will discuss refunding membership payments in POS.
Things to Know:
- The ability to refund a ticket is controlled by the "Edit/Refund Closed Tickets" access control
- Memberships can be refunded even if the credits have been used
- When a membership is refunded, if the "Membership Credits" checkbox is marked, the item and value credits will be removed from the client's profile
- Registers that appear during a refund:
- By selecting a location, the staff member is establishing their current/default location
- The most recently selected location register will be selected by default first because we assume that is where the staff member is currently located
- All applicable registers will be displayed in the register drop-down menu: the one that was selected as well as the register at the ticket's location
- Refunding membership charges do not cancel the membership
To refund a membership:
- Navigate to POS > Closed Tickets
- Add desired filters and select "Update"
- You can enter the name of the client or the ticket ID in the "Search by Client Name, Ticket ID" field
- Select the ticket number to open the ticket
- Once the ticket opens, navigate to the bottom of the screen and click the "Refund" button
- On the refund page, you can decide to refund the entire amount or do a partial refund
- Check the box to select the membership to refund
- The "Membership Credits" checkbox will appear checked by default
- Uncheck the box to remove the membership credits (value and item credit)
- Select the "Next" button at the bottom right of the screen
- Confirm by clicking the refund amount button
- A confirmation message with display, click Done
If you opt to remove the credits, they will be removed from the client's membership and the adjustment will be shown in the audit trail on the client's profile.
For more information contact us at support@mytime.com.
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