To refund a card payment from instalments and cancel future payments, follow these steps. Once the refund is processed, ensure you close the invoices for accurate bookkeeping. Additionally, remove the member from the group to stop them from receiving any further training plans or updates.


To refund a payment from instalments:

  1. Use the search box at the top of the page to locate for the member you want to refund. You can search by name, email, or phone number.
    Note: Search for the member directly, not their guardian.
     
  2. Click on the initials or picture next to the member's name in the search results.
  3. On the right-hand side of the member's profile, select Invoices.
  4. Click the invoice number for the invoice you wish to refund.
  5. In the invoice details, you'll see the payment method and which instalments have already been paid.
  6. To refund a payment, click the three-dots icon next to the paid instalment and select Refund payment.
  7. In the pop-up window, select Full Refund and click Refund.
  8. 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.
Note: After closing the invoice, remember to remove the member from the group to prevent them from continuing to receive training plans or updates associated with the group. See Remove player from a group (members).


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Keywords: refund, instalments, payment plan