How to Track Cash, Check and Other Payment Type Refunds

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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.

Clients

2. Select a client

Select a client.

Select a client

3. Payment Details

Access the client’s “Payment Details” section.

Payment Details

4. Charges

Go to the “Charges” tab.

Charges

5. Options

Click on more options for a transaction. The option to refund a cash, check or other payment type is available.

Options

6. Select Refund

Select the “Refund” option.

Select Refund

7. Enter Refund Amount

Enter the amount to be refunded.

Enter Refund Amount

8. Add Refund Notes

Access the “Refund Notes” section.

Add Refund Notes

9. Refund

Confirm and process the refund.

Refund

10. Confirmation Message

View the successful refund notification.

Confirmation Message

11. Delete

The ability to delete these payments are also available. Select “Delete” from the list of options.

Delete

12. Confirm

Confirm the deletion.

Confirm

13. Account

Navigate to the “Account” section.

Account

14. Reports

Click on the “Reports” tab from the expanded menu.

Reports

15. Search

Search for the “Charges” report.

16. Charges Report

Select the “Charges” report.

Charges Report

17. Filters

Customize any applicable filters such as payment method type.

Filters

18. Refresh Report

Refresh the report.

Refresh Report

19. View Results

View the results.

View Results

The guide covered tracking various payment refunds, including cash, check, and other.

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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” […]

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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.

Clients

2. Select a client

Select a client.

Select a client

3. Payment Details

Access the client’s “Payment Details” section.

Payment Details

4. Charges

Go to the “Charges” tab.

Charges

5. Options

Click on more options for a transaction. The option to refund a cash, check or other payment type is available.

Options

6. Select Refund

Select the “Refund” option.

Select Refund

7. Enter Refund Amount

Enter the amount to be refunded.

Enter Refund Amount

8. Add Refund Notes

Access the “Refund Notes” section.

Add Refund Notes

9. Refund

Confirm and process the refund.

Refund

10. Confirmation Message

View the successful refund notification.

Confirmation Message

11. Delete

The ability to delete these payments are also available. Select “Delete” from the list of options.

Delete

12. Confirm

Confirm the deletion.

Confirm

13. Account

Navigate to the “Account” section.

Account

14. Reports

Click on the “Reports” tab from the expanded menu.

Reports

15. Search

Search for the “Charges” report.

16. Charges Report

Select the “Charges” report.

Charges Report

17. Filters

Customize any applicable filters such as payment method type.

Filters

18. Refresh Report

Refresh the report.

Refresh Report

19. View Results

View the results.

View Results

The guide covered tracking various payment refunds, including cash, check, and other.

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