When managing payment plans, there may be situations where you may need to either refund paid instalments and stop future instalments or cancel future instalments while retaining one or more payments made by the buyer. This guide provides the steps for both scenarios.

In both cases, make sure to close the invoice for accurate bookkeeping and remove the member from the group to stop them from receiving further training plans or updates.


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Locate the invoice

The steps to locate the invoice are the same for both scenarios. Follow these steps to get started:

  1. Select Service overview in the left-hand menu. Locate the service the member is enrolled in and click on it.
  2. Use the search box at the top find the member.
  3. Find the subscription to be cancelled in the service list on the right-hand side of the screen.
  4. Click the three-dots icon and select Remove subscription on the dropdown menu.
  5. In the dialog box that appears, select the subscription and configuration options:
    • Remove from Group: Select this checkbox to remove the member from the group, preventing them from seeing schedules, events, and other group-related content.
    • Manage invoice: Select this checkbox to access the invoice, where you can issue a full or partial refund, cancel the payment, or provide a discount.
    • Admin comment: Enter an explanation for the action. This comment will only be visible to administrators within the system.
  6. Select Confirm and go to invoice to proceed.
  7. In the invoice details, you'll see the payment method and which instalments have already been paid.


From this point, proceed based on your goal:

Refunding payments and stopping future instalments


  1. To refund a payment, click the three-dots icon next to the paid instalment and select Refund payment.
  2. In the pop-up window, select Full Refund and click Refund.
  3. All future payment requests will be stopped, and the invoice will be marked as Unpaid. To close the invoice, click the three-dots icon next to Unpaid - View invoice, and select Cancel Invoice.

Stopping future instalments but keeping one or more payments


  1. For each unpaid instalment, click the three-dots icon and select Cancel payment. Ensure all future payment claims are stopped, leaving only the payments you wish to keep. 
  2. The invoice will be marked as Unpaid. To finalise the invoice, click the three-dots icon new to Unpaid - View invoice and select Add payment. 
  3. Select Discount as the transaction type and enter the remaining balance of the invoice so that the unpaid amount becomes 0.
  4. The invoice will now be marked as paid, and the process is complete.


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Keywords: refund, instalments, payment plan, split payment