Step 1: Perform the Manual Refund
You will need to refund manually, either in cash or by making a transfer.
Step 2: Record the Refund in the System
Access the Client's Profile
From the client's profile, click on "adjust balance".
Add the Refunded Amount
Add the amount of money you gave to the client. This will create a positive balance in their account.
Record the Manual Payment
Record the manual payment. You can also add a note to indicate the reason for this balance adjustment, for example, "refund of invoice XXX".
Step 3: Adjust the Balance to Cancel the Credit
Adjust the Balance Again
Since this operation creates a positive balance in the client's account, you will need to adjust the balance again.
Deduct the amount you added and click on "do not generate a receipt".
Step 4: Manage the passes
Ensure Clients Do Not Have Access to the pass
Access the "class cards" section from the client's profile and click on the relevant class card.
If the class card is unlimited, block it.
If the class card includes credits, simply reduce the credit by clicking on "-1".
