1st Step: Refund the credits.

In the search bar, look for the client you would like to refund > Click on 'Pass' > Select the pass that will be refunded > Click on 'Credit Refund'.

Choose the number of credits to be reimbursed as well as the total value that will be credited on the member's deposit > Submit.

⚠️ This operation is irreversible and will generate a new invoice.

At this stage, the deposit is created on the member's profile and you can use it to bill another pass, if desired.

For the next step, there are two options:

2nd Step: Bill a new pass.

On the member's profile, click on 'Bill' on the bottom right > Select the pass you want to bill.

> Add to Invoice > Issue the invoice

Then you'll be able to pay it via balance using the positive amount you credited to the member's account:

2nd Step (bis): Cashout the balance if the member wishes to be refunded directly.

Under the member’s account, in General click on 'Adjust balance'.

Select "Deduct" and input the amount:

Choose a payment method (for example : 'Cash' if you want to pay back the client in cash) > Add a note if needed > Click on 'Confirm payment'.

You have just refunded your client on the platform by cashing out the amount that was on their internal account.

3rd Step: Physically refund the client.

The client is registered as being refunded on the platform, however, the refund is not done automatically like for a credit card refund.

You must therefore refund them manually via check, cash, transfer or other payment method.