1st Step: Cancel the invoice.
In the billing tab of the customer account, click on the invoice to be refunded. Before this, use the search bar to locate the customer and open their profile to access the Billing tab.
To see the details of each invoice, click on the small arrow on the left of the invoice line. Click on 'See the Invoice'. Ensure you select the correct invoice related to the item or service you want to refund.
Click on 'Cancel'.
2nd Step: Refund.
Choose a refund method:
Direct Refund: Refunds the amount directly to the original online payment method (e.g., credit card, SEPA).
Refund to Credit Balance: Adds the refunded amount to the customer’s internal account for future use.
Manual Refund: Use this option for payments made via cash, bank transfer, or other manual methods. Record the refund in bsport and process the physical payout outside the platform.
Click on 'Refund'. After clicking, confirm the refund to finalize the process.
⚠️ Important Note ⚠️ : If "Refund on internal account credit" or "Manual refund" is selected, this cannot be changed after you click "Confirm". Once a refund is issued it is finalised. Refund on internal account credit is giving the member credit on their bsport account to use at your studio for future payments. Manual refund refers to any refund completed outside of the bsport system, ie. cash, bank transfer, etc. Additionally, canceling an invoice will delete any associated reservations, such as classes or passes. Ensure this is acceptable before proceeding.