Trainerize Pay: Refunding and Canceling Invoices

 

How do I cancel an invoice or refund it?

There may be instances when your clients are unable to pay an invoice, times when clients have purchased an incorrect plan or purchased a plan accidentally. This article covers how to resolve these issues through refunds and by canceling pending invoices.

 

Contents:

How to Process a Refund
How to Cancel a Pending Invoice

 

How to Process a Refund for a Paid Invoice

You can process a refund from the Invoice section in the Payments tab. There you will see all invoices that have been sent out to all your clients. To view the invoices for only one client, you can visit their profile card directly. Both options are reviewed below:

Payments Tab
Client Profile Card

 

Payments Tab:

1. Click on Payments on the left-hand side of your account.

2. Select Invoices from the sidebar menu.

3. Click on Paid Invoices.

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4. Click on the Invoice Number for the invoice you wish to refund.

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5. A pop-up dialog will appear with more details. After reviewing the details, click on the “Refund” button at the top right.

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6. Choose to give either a Full Refund or a Partial Refund. If partial, enter the refund amount and then click “Refund” to finalize your decision.

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Please note, refunds take 5 to 10 days to appear on your customer's statement.

 

Client Profile Card:

1. Click on Clients on the left-hand side of your account.

2. Select the name of the client to whom you'd like to issue a refund to open their client profile card.

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2. Click on the Payments tab at the top left of the card.

3. The client’s invoices will appear listed in chronological order. Click on the invoice number for the payment you wish to refund.

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4. A pop-up dialog will appear with additional invoice and payment details. Review the details, and then click the “Refund” button at the top right.

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5. Choose to give either a Full Refund or a Partial Refund. If partial, enter the refund amount and then click “Refund” to finalize your decision.

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Please note, refunds take 5 to 10 days to appear on your customer's statement.

 

How to Cancel a Pending Invoice

You can cancel a pending invoice by going into your client’s Profile Card.

1. Click on Clients on the left-hand side of your account.

2. Click the name of the client whose invoice you wish to cancel.

3. The client Profile Card will appear. Click on the Payments tab at the top of the card.

4. Under “Active Product” the pending product will be listed with “Invited” underneath the name of the product.

5. Click on the “X” next to the name of the product.

6. The grey “X” will appear when you hover over it with your mouse. Click to confirm the cancelation.

 

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