How do I issue a refund?

In this guide, we’ll show you how to issue a refund using Exercise.com’s fitness business management software.

1. Click the arrow to expand the ‘Account’ menu.

Click the arrow menu next to the Account tab to reveal additional tabs.

2. Click “Reports”.

Click “Reports” in the Account menu to access reporting options.

3. Click the dropdown arrow.

Click the dropdown arrow next to Real-Time Reports to expand the menu.

4. Click “Real-Time Charges”.

Select the “Real-Time Charges” report.

5. Set Filters or Search for Client.

Set the filters as needed to narrow down your search results, or use the search field to locate the client you want to refund.

6. Click three-dot menu.

After setting the filters or using the search field, locate the client you want to refund. Next, click the three-dot menu beside their name to open the modal.

7. Click “Refund”.

Click “Refund” to initiate a refund for the selected charge.

8. Enter Refund Amount and Notes.

Set the refund amount and any notes you’d like to include. You can process a partial refund or a full refund. The notes are optional but will make things easier if you need to review later. The refund notes are not visible to the client.

9. Click “Refund”.

After entering the refund amount and adding any notes, click the “Refund” button to process the refund.

10. Confirm Refund.

After clicking the “Refund” button, a confirmation message will appear in the bottom-right corner indicating that the charges were successfully refunded.

11. Click “Accounts” in the Left Menu.

To initiate a refund from the Manage Client view, navigate to the Accounts tab in the left-hand menu.

12. Select a Client.

Select the client for whom you want to initiate a refund.

13. Click “Charges”.

Navigate to the Charges tab to begin the refund process.

14. Click three-dot menu.

Find the charge you want to refund, then click the three-dot menu next to it to open the modal.

15. Click “Refund”.

Click “Refund” to initiate a refund for the selected charge.

16. Enter the Refund amount and any notes.

Set the refund amount and any notes you’d like to include. You can process a partial refund or a full refund. The notes are optional but will make things easier if you need to review later. The refund notes are not visible to the client.

17. Click “Refund”.

After entering the refund amount and adding any notes, click the “Refund” button to process the refund.

18. View Updated Transaction Status.

The transaction status will be updated to reflect the amount that you refunded.

This guide covered the steps to issue a refund in Exercise.com for Business. Now you can process full or partial refunds quickly and keep your payment records accurate.