Refunding a Membership Enrollment Fee

Important:  You must define an enrollment fee service before you can refund an enrollment fee.  Click here for instructions.

1. Click on the toolbar.

The Register 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. Click Refunds.

The Refunds window displays.

4. Double-click in the Services field, select the enrollment fee service, and click OK.
5. Click Ok until the Register displays.

6. Refund the client's money.

• Refund cash out of the drawer

  1. Click Sale.

  The cash drawer opens and the Change Due window displays.

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

  3. Close the drawer.

  4. Click Ok.

   

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

  1. Click Sale.

  The Change Due window displays.

  2. Click Cancel.

  The Payment Types window displays.

  3. Click Process Credit Card.

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

  The Credit Card Authorization window displays.

  4. 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.

  5. Click Authorize.

  6. Click Yes.

  A notification displays to confirm the credit approval.

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

  7. Click OK.

  The Charge/Credit Receipt window displays.

  8. Complete the following 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.

  9. Click Close.

  The Change Due window displays.

  10. Click Ok.

   

• Refund as a credit to the client's account

  1. Note the amount you must refund to the client.

  

  2. Click Accnt Paymt.

  The Account Payments window displays.

  3. In the Payment Amount field, type the amount you must refund to the client.

  

  The Over Payment - Credit message displays.

  4. Click OK.

  5. Click Save.

  6. Click OK.

  7. Click  X .

  8. Click Sale.

  The Change Due window displays.

  9. Click Ok.

related links

Defining a Membership Enrollment Fee Service

Cancelling a Membership