Question When attempting to refund a transaction, I don’t see the Refund option. Why can’t I refund the transaction? Before you begin Answer There are two possible reasons why you can’t refund transactions. The transaction batch hasn’t been processed A transaction can be refunded until after the batch is processed […]
Client purchases and transactions
Question When attempting to void a transaction that is made in error from the client’s profile or from the All Transaction Report, I don’t see the Void Transaction option. Why can’t I void a transaction? Before you begin Answer There are two possible reasons why you can’t void transactions. It’s been […]
Events purchased by clients can be canceled or deactivated by staff members. Canceling an event purchase from a client’s profile removes the client from all upcoming sessions. When an event purchase is canceled or deactivated, it can’t be used to pay for future event sessions. When an event purchase is […]
From a client’s membership payment schedule, you can make a one-time payment. This allows your clients to make convenient payments towards their membership fees outside of their scheduled payment cycle. If the client has an outstanding amount owing on their account, the one-time payment will be applied to it first. […]
Problem Your client has been charged twice on their credit card but the duplicate transaction doesn’t appear on their client profile. This issue may occur when a client’s credit card is added to another client’s profile. Solution If your client has received a duplicate charge on their credit card, you […]
On the Purchases page of a client profile, you can view and manage the purchases that a client has made during the selected date range. This page also shows all memberships and passes that were given to client for free, which is not shown on the Transactions page. Staff members […]
On the Transactions page of a client’s profile, you can view detailed information about each transaction a client has made during the selected date range. For a list of common transactions and descriptions of how they would appear on a client’s Transactions page, see Common client transactions. From the Transactions […]
On the Billing & Account Balance page of a client profile, you can view and manage a client’s account balance, saved credit cards, and saved ACH account information. You can also redeem daily deals or gift cards. If your business has multiple locations, the payment methods saved for the location […]
You can view a client’s complete account balance history through their client profile. The client’s account balance history is a list of all the transactions the client has completed with your business using their account as the payment method. For more information, see Account Balance. In this article To view […]
The following criteria has been put in place to determine whether an automatic payment for a Purchase Option can be charged to a client’s account: If the automatic payment is less than or equal to $1000 (USD), the client will be successfully charged. If the automatic payment is greater than […]
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