Refunding a Dues Payment

If you processed a dues payment by mistake, you can refund the payment using the following steps.

1. Click on the toolbar.

The Appointments for window displays.

2. In the Client field, type the client's name in "lastname,firstname" format and press Enter, or double-click in the field and locate the client's profile using the Quick Search window.

The client's details display.

3. Right-click on the client's name and select Edit View/This.

The client's profile displays.

4. Click Edit.

5. Click Membership.

The Membership Maintenance window displays.

6. Select the payment you want to refund.

7. Click Refund EFT.

The Manual EFT Payment window displays.

Important:  If you refund a payment and the client has already redeemed the prepaid service associated with that payment, the refund is the difference between the payment amount and the value of the prepaid service.  If the payment amount is $49 and the value of the prepaid service is $39, the refund amount is $10.

8. (Optional)  Select Print Receipt to print a receipt for the refund.

9. Click Ring-Up.

The Change Due window displays.

10. Refund the client's money.

• Refund cash out of the drawer

  1. Click Ok.

  The cash drawer opens.

  2. Remove the amount you need to refund and present to the client.

  3. Close the cash drawer.

   

• Refund as a credit to the client's credit/debit card

  1. Click Cancel.

  The Payment Types window displays.

  2. Click Process Credit Card.

  Tip:  Click Yes if the Add Charge/Credit to Finalized Transaction message displays.

  The Credit Card Authorization window displays.

  3. Complete the following to enter the client's card details:

  • Credit card = Click Use Card on File, swipe the client's card, or type the card details.

  • Debit card = Swipe the client's card.

  Important:  If you type a debit card number, Element will decline the payment.

  4. Click Authorize.

  5. click Yes.

  A notification displays to confirm the credit approval.

  Important:  If you cannot get approval for the credit, contact Element for further assistance.

  6. Click OK.

  The Charge/Credit Receipt window displays.

  7. Complete the following actions as necessary:

  • Print the merchant copy of the refund receipt = Click Merchant Copy and click Print.

  • Print the client copy of the refund receipt = Click Client Copy and click Print.

  8. Click Close.

  9. Click Ok.

   

Once you finalize the refund, the status of the payment changes to REFUNDED.

11. Click Ok.

12. Click Save.