How to Track Cash, Check and Other Payment Type Refunds
Posted by
Support Team
on
November 26, 2024
— Updated on
June 5, 2025
Within our Workout Software, you have the ability to track cash, check and other payment type refunds.
This guide will show how to track cash, check and other payment refunds.
1. Clients
Navigate to the “Clients” tab on the menu.
2. Select a client
Select a client.
3. Payment Details
Access the client’s “Payment Details” section.
4. Charges
Go to the “Charges” tab.
5. Options
Click on more options for a transaction. The option to refund a cash, check or other payment type is available.
6. Select Refund
Select the “Refund” option.
7. Enter Refund Amount
Enter the amount to be refunded.
8. Add Refund Notes
Access the “Refund Notes” section.
9. Refund
Confirm and process the refund.
10. Confirmation Message
View the successful refund notification.
11. Delete
The ability to delete these payments are also available. Select “Delete” from the list of options.
12. Confirm
Confirm the deletion.
13. Account
Navigate to the “Account” section.
14. Reports
Click on the “Reports” tab from the expanded menu.
15. Search
Search for the “Charges” report.
16. Charges Report
Select the “Charges” report.
17. Filters
Customize any applicable filters such as payment method type.
18. Refresh Report
Refresh the report.
19. View Results
View the results.
The guide covered tracking various payment refunds, including cash, check, and other.
