If issuing a refund on a Series purchase, you will need to ensure that any credits remaining on the client's account are also removed. If the client has already redeemed some of the Series credits, a partial refund can be issued for any credits that still remain and the remaining credits will need to be removed.
To issue a refund on a Series purchase:
- Remove any remaining credits from the client's account: Editing a client's Series balance.
- If credits are applied to future appointments, those credits will first need to be removed from the appointments by either editing the service on the appointment, or cancelling the appointment. You can find more information on identifying where the credits have been applied here: Viewing a client's Series Credit activity.
- Issue a refund on the original payment for the total number of unused credits, or your desired amount: Issuing a refund to a client.
- If issuing a partial refund, the refund amount can be calculated by dividing the Series price by the total number of credits, then multiplying by the number of credits that were removed.