Refunds can be issued on the platform in two ways:

  1. Client File
    1. Under Payment Log, Memberships or Schedule Tab or search via Status drop-down menu
    1. Click on the ‘Client Tab’ in the Home Dashboard

      OFS_Client_tab.png

    2. Select the client you would like to allocate the 'Refund' to

      OFS_choose_client.png

    3. Go to the ‘Payment Tab’ (credit card icon) in the Client File

      Screen_Shot_2018-08-29_at_4.26.59_AM.png

    4. Locate the correct payment in the payment table (bottom of the page)
    5. Click the ‘View’ (eye) icon

      Screen_Shot_2018-08-29_at_4.47.09_AM.png

    6. Click ‘Refund’ icon in the Payment History Table

      Screen_Shot_2018-08-29_at_4.50.11_AM.png

  1. Retail Dashboard
    1. Click on the Payments Tab> Retail Dashboard in the Home Dashboard

      Screen_Shot_2018-08-29_at_5.09.33_AM.png

    2. View the Payment History table and locate the correct payment (bottom of the page)
    3. Click the ‘View’ (eye) icon


      Screen_Shot_2018-08-29_at_5.12.18_AM.png

    4. Select ‘Refund’ icon

      Screen_Shot_2018-08-29_at_5.14.55_AM.png

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