History for "Issuing Refunds/Credits"

You can issue a credit to your members in addition to a refund. This is a great way to make sure revenue stays in your space. It's also helpful for those times when a wrong date or time was booked and a member needs to turn around and correct the date, making the exact same charge again.

The member's credit will be used on any subsequent charges and will supersede the payment source on file until it is used upin full. When issuing a refund or credit, you'll notice that now there is a refund reason field required for you to fill in.

When a credit is issued to a member, the space keeps the money and then it’s applied to the member’s next purchase. Nothing goes through stripeStripe.

The refund method automatically defaults to issuing a credit; however, you will still have the option to issue a refund instead of a credit. In this situation, you'll be billed the processing fees to issue the refund (the same rates you pay for credit cards or ACH transactions) and these charges will accumulate and be charged along with your software fee at the beginning of the month.

You will want to make sure all refunds are made through the Proximity platform, not Stripe!all refunds are made through the Proximity platform, not Stripe!

Issuing a Refund (to the member's payment source) from a Paid Invoice

Navigate to the member's Billing tab.

• Select Manage next to the invoice you wish to refund.
• From there, select the three dots next to the payment line item and select Credit/Refund.
  • If the payment was made with a credit, the only option you will have is to credit the invoice (skip to the next part of this article).
• Select the amount you wish to refund, the reason for the refund, and a note.
• Check the box that says, "Issue a refund to their [[payment source]]"
• Select "Refund to the [[member's payment source]]"

Please note:

• Refunds cannot be reversed.
• Stripe will not allow refunds past 90 days.
• The original processing fees are returned with the refund and new processing fees will be charged to process the refund.
• You may want to consider updating or adding a refund policy in your Terms of Service which you can find by navigating from your dashboard to Settings > General. **Remember, when you update your Terms of Service, your members will be prompted to accept them upon their next login.**

Issuing a Credit from a Paid Invoice

Navigate to the member's Billing tab. Select Manage Invoice next to the invoice you wish to refund.

• From there, select the three dots next to the line item with the payment and select Credit/Refund.
• Select the amount you wish to refund, the reason for the refund, and a note.
• DO NOT check the box that says, "Issue a refund to their [[payment source]]"
• Select Issue credit to [[member's account]].

Reversing Credits on a Paid/Refunded Invoice

Did you accidentally issue a credit to a member that wanted a refund back onto their card? You can fix that!

Navigate to the member's Billing tab

• Select Manage next to the invoice you want to fix.
• Hover over the three dots next to the credit line item and select Undo.
• Enter a reason.
• Select Undo.

Adding Credits to a Member's Account

Navigate to the member's Billing tab.

• Hover over Billing Actions.
• Select Adjust Credit Balance.
• Enter in a positive number to add the credit and a reason for the increase.
• Select Increase Balance.

Removing credits

Navigate to the member's Billing tab.

• Hover over Billing Actions.
• Select the Adjust Credit Balance button.
• Enter in a negative number to remove the credit and a reason for the decrease.
• Select Remove Credit.

How long will it take for a refund to be credited to my member's bank account or credit card?

Refunds will take 5-10 business days. More info about how Payment Processing works.

APPLIES TO: Coworking, Workplace

You can issue a credit to your members in addition to a refund. This is a great way to make sure revenue stays in your space. It's also helpful for those times when a wrong date or time was booked and a member needs to turn around and correct the date, making the exact same charge again.

The member's credit will be used on any subsequent charges and will supersede the payment source on file until it is used up. When issuing a refund or credit, you'll notice that now there is a refund reason field required for you to fill in.

When a credit is issued to a member, the space keeps the money and then it’s applied to the member’s next purchase. Nothing goes through stripe.

The refund method automatically defaults to issuing a credit; however, you will still have the option to issue a refund instead of a credit. In this situation, you'll be billed the processing fees to issue the refund (the same rates you pay for credit cards or ACH transactions) and these charges will accumulate and be charged along with your software fee at the beginning of the month.

You will want to make sure all refunds are made through the Proximity platform, not Stripe!

Issuing a Refund (to the member's payment source) from a Paid Invoice

Navigate to the member's Billing tab.

• Select Manage next to the invoice you wish to refund.
• From there, select the three dots next to the payment line item and select Credit/Refund.
  • If the payment was made with a credit, the only option you will have is to credit the invoice (skip to the next part of this article).
• Select the amount you wish to refund, the reason for the refund, and a note.
• Check the box that says, "Issue a refund to their [[payment source]]"
• Select "Refund to the [[member's payment source]]"

Please note:

• Refunds cannot be reversed.
• Stripe will not allow refunds past 90 days.
• The original processing fees are returned with the refund and new processing fees will be charged to process the refund.
• You may want to consider updating or adding a refund policy in your Terms of Service which you can find by navigating from your dashboard to Settings > General. **Remember, when you update your Terms of Service, your members will be prompted to accept them upon their next login.**

Issuing a Credit from a Paid Invoice

Navigate to the member's Billing tab. Select Manage Invoice next to the invoice you wish to refund.

• From there, select the three dots next to the line item with the payment and select Credit/Refund.
• Select the amount you wish to refund, the reason for the refund, and a note.
• DO NOT check the box that says, "Issue a refund to their [[payment source]]"
• Select Issue credit to [[member's account]].

Reversing Credits on a Paid/Refunded Invoice

Did you accidentally issue a credit to a member that wanted a refund back onto their card? You can fix that!

Navigate to the member's Billing tab

• Select Manage next to the invoice you want to fix.
• Hover over the three dots next to the credit line item and select Undo.
• Enter a reason.
• Select Undo.

Adding Credits to a Member's Account

Navigate to the member's Billing tab.

• Hover over Billing Actions.
• Select Adjust Credit Balance.
• Enter in a positive number to add the credit and a reason for the increase.
• Select Increase Balance.

Removing credits

Navigate to the member's Billing tab.

• Hover over Billing Actions.
• Select the Adjust Credit Balance button.
• Enter in a negative number to remove the credit and a reason for the decrease.
• Select Remove Credit.

How long will it take for a refund to be credited to my member's bank account or credit card?

Refunds will take 5-10 business days. More info about how Payment Processing works.

APPLIES TO: Coworking, Workplace

Now youYou can issue a credit to your members in addition to a refund. This is a great way to make sure revenue stays in your space. It's also helpful for those times when a wrong date or time was booked and a member needs to turn around and correct the date, making the exact same charge again. (This happens a lot!)

The member's credit will be used on any subsequent charges and will supersede the payment source on file until it is used up. When issuing a refund or credit, you'll notice that now there is a refund reason field required for you to fill in.

When a credit is issued to a member, the space keeps the money and then it’s applied to the member’s next purchase. Nothing goes through stripe.

The refund method automatically defaults to issuing a credit; however, you will still have the option to issue a refund instead of a credit. In this situation, you'll be billed the processing fees to issue the refund (the same rates you pay for credit cards or ACH transactions) and these charges will accumulate and be charged along with your software fee at the beginning of the month.

You will want to make sure all refunds are made through the Proximity platform, not Stripe!

Issuing a Refund (to the member's payment source) from a Paid Invoice

Navigate to the member's Billing tab.

• Select Manage next to the invoice you wish to refund.
• From there, select the three dots next to the payment line item and select Credit/Refund.
  • If the payment was made with a credit, the only option you will have is to credit the invoice (skip to the next part of this article).
• Select the amount you wish to refund, the reason for the refund, and a note.
• Check the box that says, "Issue a refund to their [[payment source]]"
• Select "Refund to the [[member's payment source]]"

Please note:

• Refunds cannot be reversed.
• Stripe will not allow refunds past 90 days.
• The original processing fees are returned with the refund and new processing fees will be charged to process the refund.
• You may want to consider updating or adding a refund policy in your Terms of Service which you can find by navigating from your dashboard to Settings > General. **Remember, when you update your Terms of Service, your members will be prompted to accept them upon their next login.**

Issuing a Credit from a Paid Invoice

Navigate to the member's Billing tab. Select Manage Invoice next to the invoice you wish to refund.

• From there, select the three dots next to the line item with the payment and select Credit/Refund.
• Select the amount you wish to refund, the reason for the refund, and a note.
• DO NOT check the box that says, "Issue a refund to their [[payment source]]"
• Select Issue credit to [[member's account]].

Reversing Credits on a Paid/Refunded Invoice

Did you accidentally issue a credit to a member that wanted a refund back onto their card? You can fix that!

Navigate to the member's Billing tab

• Select Manage next to the invoice you want to fix.
• Hover over the three dots next to the credit line item and select Undo.
• Enter a reason.
• Select Undo.

Adding Credits to a Member's Account

Navigate to the member's Billing tab.

• Hover over Billing Actions.
• Select Adjust Credit Balance.
• Enter in a positive number to add the credit and a reason for the increase.
• Select Increase Balance.

Removing credits

Navigate to the member's Billing tab.

• Hover over Billing Actions.
• Select the Adjust Credit Balance button.
• Enter in a negative number to remove the credit and a reason for the decrease.
• Select Remove Credit.

How long will it take for a refund to be credited to my member's bank account or credit card?

Refunds will take 5-10 business days. More info about how Payment Processing works.

ER 8.9.21

Now you can issue a credit to your members in addition to a refund. This is a great way to make sure revenue stays in your space. It's also helpful for those times when a wrong date or time was booked and a member needs to turn around and correct the date, making the exact same charge again. (This happens a lot!)

Now you can issue aThe member's credit to your members in addition towill be used on any subsequent charges and will supersede the payment source on file until it is used up. When issuing a refund. This or credit, you'll notice that now there is a great wayrefund reason field required for you to make sure revenue staysfill in your space. It's also helpful for those times when a wrong date or time was booked and a member needs to turn around and correct the date, making the exact same charge again. (This happens a lot!)

The member'sWhen a credit will be used on any subsequent chargesis issued to a member, the space keeps the money and will supersedethen it’s applied to the payment source on file until it is used upmember’s next purchase. WhenNothing goes through stripe.

The refund method automatically defaults to issuing a refund orcredit; however, you will still have the option to issue a refund instead of a credit. In this situation, you'll notice that now there is abe billed the processing fees to issue the refund reason field required(the same rates you pay for you to fill incredit cards or ACH transactions) and these charges will accumulate and be charged along with your software fee at the beginning of the month.

When a credit is issuedYou will want to a member, the space keeps the money and then it’s applied to the member’s next purchase. Nothing goesmake sure all refunds are made through stripe.

The refund method automatically defaults to issuing a credit; howeverProximity, you will still have the option to issue a refund instead of a credit. In this situation, you'll be billed the processing fees to issue the refund (the same rates you pay for credit cards or ACH transactions) and these charges will accumulate and be charged along with your software fee at the beginning of the month.not Stripe!

Issuing a Refund (to the member's payment source) from a Paid Invoice

Navigate to the member's Billing tab.

• Select Manage next to the invoice you wish to refund.
• From there, select the three dots next to the payment line item and select Credit/Refund.
  • If the payment was made with a credit, the only option you will have is to credit the invoice (skip to the next part of this article).
• Select the amount you wish to refund, the reason for the refund, and a note.
• Check the box that says, "Issue a refund to their [[payment source]]"
• Select "Refund to the [[member's payment source]]"

Please note:

• Refunds cannot be reversed.
• Stripe will not allow refunds past 90 days.
• The original processing fees are returned with the refund and new processing fees will be charged to process the refund.
• You may want to consider updating or adding a refund policy in your Terms of Service which you can find by navigating from your dashboard to Settings > General. **Remember, when you update your Terms of Service, your members will be prompted to accept them upon their next login.**

Issuing a Credit from a Paid Invoice

Navigate to the member's Billing tab. Select Manage Invoice next to the invoice you wish to refund.

• From there, select the three dots next to the line item with the payment and select Credit/Refund.
• Select the amount you wish to refund, the reason for the refund, and a note.
• DO NOT check the box that says, "Issue a refund to their [[payment source]]"
• Select Issue credit to [[member's account]].

Reversing Credits on a Paid/Refunded Invoice

Did you accidentally issue a credit to a member that wanted a refund back onto their card? You can fix that!

Navigate to the member's Billing tab

• Select Manage next to the invoice you want to fix.
• Hover over the three dots next to the credit line item and select Undo.
• Enter a reason.
• Select Undo.

Adding Credits to a Member's Account

Navigate to the member's Billing tab.

• Hover over Billing Actions.
• Select Adjust Credit Balance.
• Enter in a positive number to add the credit and a reason for the increase.
• Select Increase Balance.

Removing credits

Navigate to the member's Billing tab.

• Hover over Billing Actions.
• Select the Adjust Credit Balance button.
• Enter in a negative number to remove the credit and a reason for the decrease.
• Select Remove Credit.

How long will it take for a refund to be credited to my member's bank account or credit card?

Refunds will take 5-10 business days. More info about how Payment Processing works.

ER 8.9.21

Now you can issue a credit to your members in addition to a refund. This is a great way to make sure revenue stays in your space. It's also helpful for those times when a wrong date or time was booked and a member needs to turn around and correct the date, making the exact same charge again. (This happens a lot!)

The member's credit will be used on any subsequent charges and will supersede the payment source on file until it is used up. When issuing a refund or credit, you'll notice that now there is a refund reason field required for you to fill in.

When a credit is issued to a member, the space keeps the money and then it’s applied to the member’s next purchase. Nothing goes through stripe.

The refund method automatically defaults to issuing a credit; however, you will still have the option to issue a refund instead of a credit. In this situation, you'll be billed the processing fees to issue the refund (the same rates you pay for credit cards or ACH transactions) and these charges will accumulate and be charged along with your software fee at the beginning of the month.

Issuing a Refund (to the member's payment source) from a Paid Invoice

Navigate to the member's Billing tab.

• Select Manage next to the invoice you wish to refund.
• From there, select the three dots next to the payment line item and select Credit/Refund.
  • If the payment was made with a credit, the only option you will have is to credit the invoice (skip to the next part of this article).
• Select the amount you wish to refund, the reason for the refund, and a note.
• Check the box that says, "Issue a refund to their [[payment source]]"
• Select "Refund to the [[member's payment source]]"

Please note:

• Refunds cannot be reversed.
• Stripe will not allow refunds past 90 days.
• The original processing fees are returned with the refund and new processing fees will be charged to process the refund.
• You may want to consider updating or adding a refund policy in your Terms of Service which you can find by navigating from your dashboard to Settings > General. **Remember, when you update your Terms of Service, your members will be prompted to accept them upon their next login.**

Issuing a Credit from a Paid Invoice

Navigate to the member's Billing tab. Select Manage Invoice next to the invoice you wish to refund.

• From there, select the three dots next to the line item with the payment and select Credit/Refund.
• Select the amount you wish to refund, the reason for the refund, and a note.
• DO NOT check the box that says, "Issue a refund to their [[payment source]]"
• Select Issue credit to [[member's account]].

UndoReversing Credits on a Paid/Refunded Invoice

Did you accidentally issue a credit to a member that wanted a refund back onto their card? You can fix that!

Navigate to the member's Billing tab

• Select Manage next to the invoice you want to fix.
• Hover over the three dots next to the credit line item and select Undo.
• Enter a reason.
• Select Undo.

Adding Credits to a Member's Account

Navigate to the member's Billing tab.

• Hover over Billing Actions.
• Select Adjust Credit Balance.
• Enter in a positive number to add the credit and a reason for the increase.
• Select Increase Balance.

Removing credits

Navigate to the member's Billing tab.

• Hover over Billing Actions.
• Select the Adjust Credit Balance button.
• Enter in a negative number to remove the credit and a reason for the decrease.
• Select Remove Credit.

How long will it take for a refund to be credited to my member's bank account or credit card?

Refunds will take 5-10 business days. More info about how Payment Processing works.

ER 8.9.21

Now you can issue a credit to your members in addition to a refund. This is a great way to make sure revenue stays in your space. It's also helpful for those times when a wrong date or time was booked and a member needs to turn around and correct the date, making the exact same charge again. (This happens a lot!)

The member's credit will be used on any subsequent charges and will supersede the payment source on file until it is used up. When issuing a refund or credit, you'll notice that now there is a refund reason field required for you to fill in.

When a credit is issued to a member, the space keeps the money and then it’s applied to the member’s next purchase. Nothing goes through stripe.

The refund method automatically defaults to issuing a credit; however, you will still have the option to issue a refund instead of a credit. In this situation, you'll be billed the processing fees to issue the refund (the same rates you pay for credit cards or ACH transactions) and these charges will accumulate and be charged along with your software fee at the beginning of the month.

Issuing a Refund (to the member's payment source) from a Paid Invoice

Navigate to the member's Billing tab.

• Select Manage next to the invoice you wish to refund.
• From there, select the three dots next to the payment line item and select Credit/Refund.
  • If the payment was made with a credit, the only option you will have is to credit the invoice (skip to the next part of this article).
• Select the amount you wish to refund, the reason for the refund, and a note.
• Check the box that says, "Issue a refund to their [[payment source]]"
• Select "Refund to the [[member's payment source]]"

Please note:

• Refunds cannot be reversed.
• Stripe will not allow refunds past 90 days.
• The original processing fees are returned with the refund and new processing fees will be charged to process the refund.
• You may want to consider updating or adding a refund policy in your Terms of Service which you can find by navigating from your dashboard to Settings > General. **Remember, when you update your Terms of Service, your members will be prompted to accept them upon their next login.**

Issuing a Credit from a Paid Invoice

Navigate to the member's Billing tab. Select Manage Invoice next to the invoice you wish to refund.

• From there, select the three dots next to the line item with the payment and select Credit/Refund.
• Select the amount you wish to refund, the reason for the refund, and a note.
• DO NOT check the box that says, "Issue a refund to their [[payment source]]"
• Select Issue credit to [[member's account]].

Undo Credits

Did you accidentally issue a credit to a member that wanted a refund back onto their card? You can fix that!

Navigate to the member's Billing tab

• Select Manage next to the invoice you want to fix.
• Hover over the three dots next to the credit line item and select Undo.
• Enter a reason.
• Select Undo.

Adding Credits to a Member's Account

Navigate to the member's Billing tab.

• Hover over Billing Actions.
• Select Adjust Credit Balance.
• Enter in a positive number to add the credit and a reason for the increase.
• Select Increase Balance.

Removing credits

Navigate to the member's Billing tab.

• Hover over Billing Actions.
• Select the Adjust Credit Balance button.
• Enter in a negative number to remove the credit and a reason for the decrease.
• Select Remove Credit.

How long will it take for a refund to be credited to my member's bank account or credit card?

Refunds will take 5-10 business days. More info about how Payment Processing works.

ER 8.9.21

Now you can issue a credit to your members in addition to a refund. This is a great way to make sure revenue stays in your space. It's also helpful for those times when a wrong date or time was booked and a member needs to turn around and correct the date, making the exact same charge again. (This happens a lot!)

The member's credit will be used on any subsequent charges and will supersede the payment source on file until it is used up. When issuing a refund or credit, you'll notice that now there is a refund reason field required for you to fill in.

When a credit is issued to a member, the space keeps the money and then it’s applied to the member’s next purchase. Nothing goes through stripe.

The refund method automatically defaults to issuing a credit; however, you will still have the option to issue a refund instead of a credit. In this situation, you'll be billed the processing fees to issue the refund (the same rates you pay for credit cards or ACH transactions) and these charges will accumulate and be charged along with your software fee at the beginning of the month.

Issuing a Refund (to the member's payment source) from a Paid Invoice

Navigate to the member's Billing tab.

• Select Manage next to the invoice you wish to refund.
• From there, select the three dots next to the payment line item and select Credit/Refund.
  • If payment is made with a credit, the only option you will have of refunding is with a credit.
  • If the payment was made with a credit, the only option you will have is to credit the invoice (skip to the next part of this article).
• Select the amount you wish to refund, the reason for the refund, and a note.
• Check the box that says, "Issue a refund to their [[payment source]]"
• Select "Refund to the [[member's payment source]]"

Please note:

• Refunds cannot be reversed.
• Stripe will not allow refunds past 90 days.
• The original processing fees are returned with the refund and new processing fees will be charged to process the refund.
• You may want to consider updating or adding a refund policy in your Terms of Service which you can find by navigating from your dashboard to Settings > General. **Remember, when you update your Terms of Service, your members will be prompted to accept them upon their next login.**

Issuing a Credit from a Paid Invoice

Navigate to the member's Billing tab. Select Manage Invoice next to the invoice you wish to refund.

• From there, select the three dots next to the line item with the payment and select Credit/Refund.
• Select the amount you wish to refund, the reason for the refund, and a note.
• DO NOT check the box that says, "Issue a refund to their [[payment source]]"
• Select Issue credit to [[member's account]].

Undo Credits

Did you accidentally issue a credit to a member that wanted a refund back onto their card? You can fix that!

Navigate to the member's Billing tab

• Select Manage next to the invoice you want to fix.
• Hover over the three dots next to the credit line item and select Undo.
• Enter a reason.
• Select Undo.

Adding Credits to a Member's Account

Navigate to the member's Billing tab.

• Hover over Billing Actions.
• Select Adjust Credit Balance.
• Enter in a positive number to add the credit and a reason for the increase.
• Select Increase Balance.

Removing credits

Navigate to the member's Billing tab.

• Hover over Billing Actions.
• Select the Adjust Credit Balance button.
• Enter in a negative number to remove the credit and a reason for the decrease.
• Select Remove Credit.

How long will it take for a refund to be credited to my member's bank account or credit card?

Refunds will take 5-10 business days. More info about how Payment Processing works.

ER 8.9.21

Now you can issue a credit to your members in addition to a refund. This is a great way to make sure revenue stays in your space. It's also helpful for those times when a wrong date or time was booked and a member needs to turn around and correct the date, making the exact same charge again. (This happens a lot!)

The member's credit will be used on any subsequent charges and will supersede the payment source on file until it is used up. When issuing a refund or credit, you'll notice that now there is a refund reason field required for you to fill in.

When a credit is issued to a member, the space keeps the money and then it’s applied to the member’s next purchase. Nothing goes through stripe.

The refund method automatically defaults to issuing a credit; however, you will still have the option to issue a refund instead of a credit. In this situation, you'll be billed the processing fees to issue the refund (the same rates you pay for credit cards or ACH transactions) and these charges will accumulate and be charged along with your software fee at the beginning of the month.

Issuing a Refund (to the member's payment source) from a Paid Invoice

Navigate to the member's Billing tab. Select Manage Invoice next to the invoice you wish to refund.

• Select Manage next to the invoice you wish to refund.
• From there, select the three dots next to the payment line item with the payment and select Credit/Refund.
  • If payment is made with a credit, the only option you will have of refunding is with a credit.
• Select the amount you wish to refund, the reason for the refund, and a note.
• Check the box that says, "Issue a refund to their [[payment source]]"
• Select "Refund to the [[member's payment source]]"

Please note:

• Refunds cannot be reversed.
• Stripe will not allow refunds past 90 days.
• The original processing fees are returned with the refund and new processing fees will be charged to process the refund.
• If payment is made with a credit, the only option you will have of refunding is with a credit.
• You may want to consider updating or adding a refund policy in your Terms of Service which you can find by navigating from your dashboard to Settings > General. **Remember, when you update your Terms of Service, your members will be prompted to accept them upon their next login.**

Issuing a Credit from a Paid Invoice

Navigate to the member's Billing tab. Select Manage Invoice next to the invoice you wish to refund.

• From there, select the three dots next to the line item with the payment and select Credit/Refund.
• Select the amount you wish to refund, the reason for the refund, and a note.
• DO NOT check the box that says, "Issue a refund to their [[payment source]]"
• Select Issue credit to [[member's account]].

Undo Credits

Did you accidentally issue a credit to a member that wanted a refund back onto their card? You can fix that!

Navigate to the member's Billing tab

• Select Manage next to the invoice you want to fix.
• Hover over the three dots next to the credit line item and select Undo.
• Enter a reason.
• Select Undo.

Adding Credits to a Member's Account

Navigate to the member's Billing tab.

• Hover over Billing Actions.
• Select Adjust Credit Balance.
• Enter in a positive number to add the credit and a reason for the increase.
• Select Increase Balance.

Removing credits

Navigate to the member's Billing tab.

• Hover over Billing Actions.
• Select the Adjust Credit Balance button.
• Enter in a negative number to remove the credit and a reason for the decrease.
• Select Remove Credit.

How long will it take for a refund to be credited to my member's bank account or credit card?

Refunds will take 5-10 business days. More info about how Payment Processing works.

ER 8.9.21

Now you can issue a credit to your members in addition to a refund. This is a great way to make sure revenue stays in your space. It's also helpful for those times when a wrong date or time was booked and a member needs to turn around and correct the date, making the exact same charge again. (This happens a lot!)

The member's credit will be used on any subsequent charges and will supersede the payment source on file until it is used up. When issuing a refund or credit, you'll notice that now there is a refund reason field required for you to fill in.

When a credit is issued to a member, the space keeps the money and then it’s applied to the member’s next purchase. Nothing goes through stripe.

The refund method automatically defaults to issuing a credit; however, you will still have the option to issue a refund instead of a credit. In this situation, you'll be billed the processing fees to issue the refund (the same rates you pay for credit cards or ACH transactions) and these charges will accumulate and be charged along with your software fee at the beginning of the month.

Issuing a Refund (to the member's payment source) from a Paid Invoice

Navigate to the member's Billing tab. Select Manage Invoice next to the invoice you wish to refund.

• From there, select the three dots next to the line item with the payment and select Credit/Refund.
• Select the amount you wish to refund, the reason for the refund, and a note.
• Check the box that says, "Issue a refund to their [[payment source]]"
• Select "Refund to the [[member's payment source]]"

Please note:

• Refunds cannot be reversed.
• Stripe will not allow refunds past 90 days.
• The original processing fees are returned with the refund and new processing fees will be charged to process the refund.
• If payment is made with a credit, the only option you will have of refunding is with a credit.
• You may want to consider updating or adding a refund policy in your Terms of Service which you can find by navigating from your dashboard to Settings > General. **Remember, when you update your Terms of Service, your members will be prompted to accept them upon their next login.**

Issuing a Credit from a Paid Invoice

Navigate to the member's Billing tab. Select Manage Invoice next to the invoice you wish to refund.

• From there, select the three dots next to the line item with the payment and select Credit/Refund.
• Select the amount you wish to refund, the reason for the refund, and a note.
• DO NOT check the box that says, "Issue a refund to their [[payment source]]"
• Select Issue credit to [[member's account]].

Undo Credits

Did you accidentally issue a credit to a member that wanted a refund back onto their card? You can fix that!

Navigate to the member's Billing tab

• Select Manage next to the invoice you want to fix.
• Hover over the three dots next to the credit line item and select Undo.
• Enter a reason.
• Select Undo.

Adding Credits to a Member's Account

Navigate to the member's Billing tab.

• Hover over Billing Actions.
• Select Adjust Credit Balance.
• Enter in a positive number to add the credit and a reason for the increase.
• Select Increase Balance.

Removing credits

Navigate to the member's Billing tab.

• Hover over Billing Actions.
• Select the Adjust Credit Balance button.
• Enter in a negative number to remove the credit and a reason for the decrease.
• Select Remove CreditRemove Credit.

How long will it take for a refund to be credited to my member's bank account or credit card?

Refunds will take 5-10 business days. More info about how Payment Processing works.

ER 8.9.21

Now you can issue a credit to your members in addition to a refund. This is a great way to make sure revenue stays in your space. It's also helpful for those times when a wrong date or time was booked and a member needs to turn around and correct the date, making the exact same charge again. (This happens a lot!)

The member's credit will be used on any subsequent charges and will supersede the payment source on file until it is used up. When issuing a refund or credit, you'll notice that now there is a refund reason field required for you to fill in.

When a credit is issued to a member, the space keeps the money and then it’s applied to the member’s next purchase. Nothing goes through stripe.

The refund method automatically defaults to issuing a credit; however, you will still have the option to issue a refund instead of a credit. In this situation, you'll be billed the processing fees to issue the refund (the same rates you pay for credit cards or ACH transactions) and these charges will accumulate and be charged along with your software fee at the beginning of the month.

Issuing a Refund (to the member's payment source) from a Paid Invoice

Navigate to the member's Billing tab. Select Manage Invoice next to the invoice you wish to refund.

• From there, select the three dots next to the line item with the payment and select Credit/Refund.
• Select the amount you wish to refund, the reason for the refund, and a note.
• Check the box that says, "Issue a refund to their [[payment source]]"
• Select "Refund to the [[member's payment source]]"

Please note:

• Refunds cannot be reversed.
• Stripe will not allow refunds past 90 days.
• The original processing fees are returned with the refund and new processing fees will be charged to process the refund.
• If payment is made with a credit, the only option you will have of refunding is with a credit.
• You may want to consider updating or adding a refund policy in your Terms of Service which you can find by navigating from your dashboard to Settings > General. **Remember, when you update your Terms of Service, your members will be prompted to accept them upon their next login.**

Issuing a Credit from a Paid Invoice

Navigate to the member's Billing tab. Select Manage Invoice next to the invoice you wish to refund.

• From there, select the three dots next to the line item with the payment and select Credit/Refund.
• Select the amount you wish to refund, the reason for the refund, and a note.
• DO NOT check the box that says, "Issue a refund to their [[payment source]]"
• Select Issue credit to [[member's account]].

Undo Credits

Did you accidentally issue a credit to a member that wanted a refund back onto their card? You can fix that!

Navigate to the member's Billing tab

• Select Manage next to the invoice you want to fix.
• Hover over the three dots next to the credit line item and select Undo.
• Enter a reason.
• Select Undo.

Adding Credits to a Member's Account

Navigate to the member's Billing tab > Hover over Billing Actions > Select the Adjust Credit Balance button > Enter in a positive number to add the credit and a reason for the increase > Increase Balance.

• Hover over Billing Actions.
• Select Adjust Credit Balance.
• Enter in a positive number to add the credit and a reason for the increase.
• Select Increase Balance.

Removing credits

To remove a credit that was givenNavigate to a member you can go to athe member's account, then select the Billing tab. > Hover over Billing Actions > Select the Adjust Credit Balance button. > Enter in a negative number to remove the credit and a reason for the decrease > Remove Credit

• Hover over Billing Actions.
• Select the Adjust Credit Balance button.
• Enter in a negative number to remove the credit and a reason for the decrease.
• Select Remove Credit.

How long will it take for a refund to be credited to my member's bank account or credit card?

Refunds will take 5-10 business days. More info about how Payment Processing works.

ER 8.9.21

Now you can issue a credit to your members in addition to a refund. This is a great way to make sure revenue stays in your space. It's also helpful for those times when a wrong date or time was booked and a member needs to turn around and correct the date, making the exact same charge again. (This happens a lot!)

The member's credit will be used on any subsequent charges and will supersede the payment source on file until it is used up. When issuing a refund or credit, you'll notice that now there is a refund reason field required for you to fill in.

When a credit is issued to a member, the space keeps the money and then it’s applied to the member’s next purchase. Nothing goes through stripe.

The refund method automatically defaults to issuing a credit; however, you will still have the option to issue a refund instead of a credit. In this situation, you'll be billed the processing fees to issue the refund (the same rates you pay for credit cards or ACH transactions) and these charges will accumulate and be charged along with your software fee at the beginning of the month.

Issuing a Refund (to the member's payment source) from a Paid Invoice

Navigate to the member's Billing tab. Select Manage Invoice next to the invoice you wish to refund.

• From there, select the three dots next to the line item with the payment and select Credit/Refund.
• Select the amount you wish to refund, the reason for the refund, and a note.
• Check the box that says, "Issue a refund to their [[payment source]]"
• Select "Refund to the [[member's payment source]]"

Please note:

• Refunds cannot be reversed.
• Stripe will not allow refunds past 90 days.
• The original processing fees are returned with the refund and new processing fees will be charged to process the refund.
• If payment is made with a credit, the only option you will have of refunding is with a credit.
• You may want to consider updating or adding a refund policy in your Terms of Service which you can find by navigating from your dashboard to Settings > General. **Remember, when you update your Terms of Service, your members will be prompted to accept them upon their next login.**

Issuing a Credit from a Paid Invoice

Navigate to the member's Billing tab. Select Manage Invoice next to the invoice you wish to refund.

• From there, select the three dots next to the line item with the payment and select Credit/Refund.
• Select the amount you wish to refund, the reason for the refund, and a note.
• DO NOT check the box that says, "Issue a refund to their [[payment source]]"
• Select Issue credit to [[member's account]].

Undo CreditsUndo Credits

Did you accidentally issue a credit to a member that wanted a refund back onto their card? You can fix that!

Navigate to the member's Billing tab

• Select Manage next to the invoice you want to fix.
• Hover over the three dots next to the credit line item and select Undo.
• Enter a reason.
• Select Undo.

Adding Credits to a Member's AccountAdding Credits to a Member's Account

Navigate to the Billing tab > Hover over Billing Actions > Select the Adjust Credit Balance button > Enter in a positive number to add the credit and a reason for the increase > Increase Balance

Removing creditsRemoving credits

To remove a credit that was given to a member you can go to a member's account, then select the Billing tab. > Hover over Billing Actions > Select the Adjust Credit Balance button. > Enter in a negative number to remove the credit and a reason for the decrease > Remove Credit

How long will it take for a refund to be credited to my member's bank account or credit card?How long will it take for a refund to be credited to my member's bank account or credit card?

Refunds will take 5-10 business days. More info about how Payment Processing works.

ER 8.9.21

Now you can issue a credit to your members in addition to a refund. This is a great way to make sure revenue stays in your space. It's also helpful for those times when a wrong date or time was booked and a member needs to turn around and correct the date, making the exact same charge again. (This happens a lot!)

The member's credit will be used on any subsequent charges and will supersede the payment source on file until it is used up. When issuing a refund or credit, you'll notice that now there is a refund reason field required for you to fill in.

When a credit is issued to a member, the space keeps the money and then it’s applied to the member’s next purchase. Nothing goes through stripe.

The refund method automatically defaults to issuing a credit; however, you will still have the option to issue a refund instead of a credit. In this situation, you'll be billed the processing fees to issue the refund (the same rates you pay for credit cards or ACH transactions) and these charges will accumulate and be charged along with your software fee at the beginning of the month.

Issuing a Refund (to the member's payment source) from a Paid Invoice

Navigate to the member's Billing tab. Select Manage Invoice next to the invoice you wish to refund.

• From there, select the three dots next to the line item with the payment and select Credit/Refund.
• Select the amount you wish to refund, the reason for the refund, and a note.
• Check the box that says, "Issue a refund to their [[payment source]]"
• Select "Refund to the [[member's payment source]]"

Please note:

• Refunds cannot be reversed.
• Stripe will not allow refunds past 90 days.
• The original processing fees are returned with the refund and new processing fees will be charged to process the refund.
• If payment is made with a credit, the only option you will have of refunding is with a credit.
• You may want to consider updating or adding a refund policy in your Terms of Service which you can find by navigating from your dashboard to Settings > General. **Remember, when you update your Terms of Service, your members will be prompted to accept them upon their next login.**

Issuing a Credit from a Paid Invoice

Navigate to the member's Billing tab. Select Manage Invoice next to the invoice you wish to refund.

• From there, select the three dots next to the line item with the payment and select Credit/Refund.
• Select the amount you wish to refund, the reason for the refund, and a note.
• DO NOT check the box that says, "Issue a refund to their [[payment source]]"
• Select Issue credit to [[member's account]].

Undo Credits

Did you accidentally issue a credit to a member that wanted a refund back onto their card? You can fix that!

Navigate to the member's Billing tab

• Select Manage next to the invoice you want to fix.
• Select Undo next to the Account Credit line.
• Write the reason for the undoing
• Hover over the three dots next to the credit line item and select Undo.
• Enter a reason.
• Select Undo.

Adding Credits to a Member's Account

Navigate to the Billing tab > Hover over Billing Actions > Select the Adjust Credit Balance button > Enter in a positive number to add the credit and a reason for the increase > Increase Balance

Removing credits

To remove a credit that was given to a member you can go to a member's account, then select the Billing tab. > Hover over Billing Actions > Select the Adjust Credit Balance button. > Enter in a negative number to remove the credit and a reason for the decrease > Remove Credit

How long will it take for a refund to be credited to my member's bank account or credit card?

Refunds will take 5-10 business days. More info about how Payment Processing works.

ER 8.9.21

Now you can issue a credit to your members in addition to a refund. This is a great way to make sure revenue stays in your space. It's also helpful for those times when a wrong date or time was booked and a member needs to turn around and correct the date, making the exact same charge again. (This happens a lot!)

The member's credit will be used on any subsequent charges and will supersede the payment source on file until it is used up. When issuing a refund or credit, you'll notice that now there is a refund reason field required for you to fill in.

When a credit is issued to a member, the space keeps the money and then it’s applied to the member’s next purchase. Nothing goes through stripe.

The refund method automatically defaults to issuing a credit; however, you will still have the option to issue a refund instead of a credit. In this situation, you'll be billed the processing fees to issue the refund (the same rates you pay for credit cards or ACH transactions) and these charges will accumulate and be charged along with your software fee at the beginning of the month.

Issuing a Refund (to the member's payment source) from a Paid Invoice

Navigate to the member's Billing tab. Select Manage Invoice next to the invoice you wish to refund.

• From there, select the three dots next to the line item with the payment and select Credit/Refund.
• Select the amount you wish to refund, the reason for the refund, and a note.
• Check the box that says, "Issue a refund to their [[payment source]]"
• Select "Refund to the [[member's payment source]]"

Please note: Please note:

• Refunds cannot be reversed.
• Stripe will not allow refunds past 90 days.
• The original processing fees are returned with the refund and new processing fees will be charged to process the refund.
• If payment is made with a credit, the only option you will have of refunding is with a credit.
• You may want to consider updating or adding a refund policy in your Terms of Service which you can find by navigating from your dashboard to Settings > General. **Remember, when you update your Terms of Service, your members will be prompted to accept them upon their next login.**

Issuing a Credit from a Paid Invoice

Navigate to the member's Billing tab. Select Manage Invoice next to the invoice you wish to refund.

• From there, select the three dots next to the line item with the payment and select Credit/Refund.
• Select the amount you wish to refund, the reason for the refund, and a note.
• DO NOT check the box that says, "Issue a refund to their [[payment source]]"
• Select Issue credit to [[member's account]].

Undo Credits

Did you accidentally issue a credit to a member that wanted a refund back onto their card? You can fix that!

Navigate to the member's Billing tab

• Select Manage next to the invoice you want to fix.
• Select Undo next to the Account Credit line.
• Write the reason for the undoing
• Select Undo.

Adding Credits to a Member's Account

Navigate to the Billing tab > Hover over Billing Actions > Select the Adjust Credit Balance button > Enter in a positive number to add the credit and a reason for the increase > Increase Balance

Removing credits

To remove a credit that was given to a member you can go to a member's account, then select the Billing tab. > Hover over Billing Actions > Select the Adjust Credit Balance button. > Enter in a negative number to remove the credit and a reason for the decrease > Remove Credit

How long will it take for a refund to be credited to my member's bank account or credit card?

Refunds will take 5-10 business days. More info about how Payment Processing works.

ER 8.9.21

Now you can issue a credit to your members in addition to a refund. This is a great way to make sure revenue stays in your space. It's also helpful for those times when a wrong date or time was booked and a member needs to turn around and correct the date, making the exact same charge again. (This happens a lot!)

The member's credit will be used on any subsequent charges and will supersede the payment source on file until it is used up. When issuing a refund or credit, you'll notice that now there is a refund reason field required for you to fill in.

When a credit is issued to a member, the space keeps the money and then it’s applied to the member’s next purchase. Nothing goes through stripe.

The refund method automatically defaults to issuing a credit; however, you will still have the option to issue a refund instead of a credit. In this situation, you'll be billed the processing fees to issue the refund (the same rates you pay for credit cards or ACH transactions) and these charges will accumulate and be charged along with your software fee at the beginning of the month.

Issuing a Refund (to the member's payment source) from a Paid Invoice

Navigate to the member's Billing tab. Select Manage Invoice next to the invoice you wish to refund.

• From there, select the three dots next to the line item with the payment and select Credit/Refund.
• Select the amount you wish to refund, the reason for the refund, and a note.
• Check the box that says, "Issue a refund to their [[payment source]]"
• Select "Refund to the [[member's payment source]]"

Please note:

• Refunds cannot be reversed.
• Stripe will not allow refunds past 90 days.
• The original processing fees are returned with the refund and new processing fees will be charged to process the refund.
• If payment is made with a credit, the only option you will have of refunding is with a credit.
• You may want to consider updating or adding a refund policy in your Terms of Service which you can find by navigating from your dashboard to Settings > General. **Remember, when you update your Terms of Service, your members will be prompted to accept them upon their next login.**

Issuing a Credit from a Paid Invoice

Navigate to the member's Billing tab. Select Manage Invoice next to the invoice you wish to refund.

• From there, select the three dots next to the line item with the payment and select Credit/Refund.
• Select the amount you wish to refund, the reason for the refund, and a note.
• DO NOT check the box that says, "Issue a refund to their [[payment source]]"
• Select Issue credit to [[member's account]].

Undo Credits

Did you accidentally issue a credit to a member that wanted a refund back onto their card? You can fix that!

Navigate to the member's Billing tab

• Select Manage next to the invoice you want to fix.
• Select Undo next to the Account Credit line.
• Write the reason for the undoing
• Select Undo.

Adding Credits to a Member's Account

Navigate to the Billing tab > Hover over Billing Actions > Select the Adjust Credit Balance button > Enter in a positive number to add the credit and a reason for the increase > Increase Balance

Removing credits

To remove a credit that was given to a member you can go to a member's account, then select the Billing tab. > Hover over Billing Actions > Select the Adjust Credit Balance button. > Enter in a negative number to remove the credit and a reason for the decrease > Remove Credit

How long will it take for a refund to be credited to my member's bank account or credit card?

Refunds will take 5-10 business days. More info about how Payment Processing works.

ER 8.9.21

Now you can issue a credit to your members in addition to a refund. This is a great way to make sure revenue stays in your space. It's also helpful for those times when a wrong date or time was booked and a member needs to turn around and correct the date, making the exact same charge again. (This happens a lot!)

The member's credit will be used on any subsequent charges and will supersede the payment source on file until it is used up. When issuing a refund or credit, you'll notice that now there is a refund reason field required for you to fill in.

When a credit is issued to a member, the space keeps the money and then it’s applied to the member’s next purchase. Nothing goes through stripe.

The refund method automatically defaults to issuing a credit; however, you will still have the option to issue a refund instead of a credit. In this situation, you'll be billed the processing fees to issue the refund (the same rates you pay for credit cards or ACH transactions) and these charges will accumulate and be charged along with your software fee at the beginning of the month.

Issuing a Refund (to the member's payment source) from a Paid Invoice

Navigate to the member's Billing tab. Select Manage Invoice next to the invoice you wish to refund.

• From there, select the three dots next to the line item with the payment and select Credit/Refund.
• Select the amount you wish to refund, the reason for the refund, and a note.
• Check the box that says, "Issue a refund to their [[payment source]]"
• Select "Refund to the [[member's payment source]]"

Please note:

• Refunds cannot be reversed.
• Stripe will not allow refunds past 90 days.
• The original processing fees are returned with the refund and new processing fees will be charged to process the refund.
• If payment is made with a credit, the only option you will have of refunding is with a credit.
• You may want to consider updating or adding a refund policy in your Terms of Service which you can find by navigating from your dashboard to Settings > General. **Remember, when you update your Terms of Service, your members will be prompted to accept them upon their next login.**

Issuing a Credit from a Paid Invoice

Navigate to the member's Billing tab. Select Manage Invoice next to the invoice you wish to refund.

• From there, select the three dots next to the line item with the payment and select Credit/Refund.
• Select the amount you wish to refund, the reason for the refund, and a note.
• DO NOT check the box that says, "Issue a refund to their [[payment source]]"
• Select Issue credit to [[member's account]].

Undo Credits

Did you accidentally issue a credit to a member that wanted a refund back onto their card? You can fix that!

Navigate to the member's Billing tab

• Select Manage next to the invoice you want to fix.
• Select Undo next to the Account Credit line.
• Write the reason for the undoing
• < data-id="entity-ember2009">Select Undo.

Adding Credits to a Member's Account

Navigate to the Billing tab > Hover over Billing Actions > Select the Adjust Credit Balance button > Enter in a positive number to add the credit and a reason for the increase > Increase Balance

Removing credits

To remove a credit that was given to a member you can go to a member's account, then select the Billing tab. > Hover over Billing Actions > Select the Adjust Credit Balance button. > Enter in a negative number to remove the credit and a reason for the decrease > Remove Credit

How long will it take for a refund to be credited to my member's bank account or credit card?

Refunds will take 5-10 business days. More info about how Payment Processing works.

ER 8.9.21

Now you can issue a credit to your members in addition to a refund. This is a great way to make sure revenue stays in your space. It's also helpful for those times when a wrong date or time was booked and a member needs to turn around and correct the date, making the exact same charge again. (This happens a lot!)

The member's credit will be used on any subsequent charges and will supersede the payment source on file until it is used up. When issuing a refund or credit, you'll notice that now there is a refund reason field required for you to fill in.

When a credit is issued to a member, the space keeps the money and then it’s applied to the member’s next purchase. Nothing goes through stripe.

The refund method automatically defaults to issuing a credit; however, you will still have the option to issue a refund instead of a credit. In this situation, you'll be billed the processing fees to issue the refund (the same rates you pay for credit cards or ACH transactions) and these charges will accumulate and be charged along with your software fee at the beginning of the month.

Issuing a Refund (to the member's payment source) from a Paid Invoice

Navigate to the member's Billing tab. Select Manage Invoice next to the invoice you wish to refund.

• From there, select the three dots next to the line item with the payment and select Credit/Refund.
• Select the amount you wish to refund, the reason for the refund, and a note.
• Check the box that says, "Issue a refund to their [[payment source]]"
• Select "Refund to the [[member's payment source]]"

Please note:

• Refunds cannot be reversed.
• Stripe will not allow refunds past 90 days.
• The original processing fees are returned with the refund and new processing fees will be charged to process the refund.
• If payment is made with a credit, the only option you will have of refunding is with a credit.
• You may want to consider updating or adding a refund policy in your Terms of Service which you can find by navigating from your dashboard to Settings > General. **Remember, when you update your Terms of Service, your members will be prompted to accept them upon their next login.**

Issuing a Credit from a Paid Invoice

Navigate to the member's Billing tab. Select Manage Invoice next to the invoice you wish to refund.

• From there, select the three dots next to the line item with the payment and select Credit/Refund.
• Select the amount you wish to refund, the reason for the refund, and a note.
• DO NOT check the box that says, "Issue a refund to their [[payment source]]"
• Select Issue credit to [[member's account]].

Undo Credits

Did you accidentally issue a credit to a member that wanted a refund back onto their card? You can fix that!

Navigate to the member's Billing tab

• Select Manage next to the invoice you want to fix.
• Select Undo next to the Account Credit line.
• Write the reason for the undoing
• < data-id="entity-ember2009">Select Select Undo.

Adding Credits to a Member's Account

Navigate to the Billing tab > Hover over Billing Actions > Select the Adjust Credit Balance button > Enter in a positive number to add the credit and a reason for the increase > Increase Balance

Removing credits

To remove a credit that was given to a member you can go to a member's account, then select the Billing tab. > Hover over Billing Actions > Select the Adjust Credit Balance button. > Enter in a negative number to remove the credit and a reason for the decrease > Remove Credit

How long will it take for a refund to be credited to my member's bank account or credit card?

Refunds will take 5-10 business days. More info about how Payment Processing works.

ER 8.9.21

Now you can issue a credit to your members in addition to a refund. This is a great way to make sure revenue stays in your space. It's also helpful for those times when a wrong date or time was booked and a member needs to turn around and correct the date, making the exact same charge again. (This happens a lot!)

The member's credit will be used on any subsequent charges and will supersede the payment source on file until it is used up. When issuing a refund or credit, you'll notice that now there is a refund reason field required for you to fill in.

When a credit is issued to a member, the space keeps the money and then it’s applied to the member’s next purchase. Nothing goes through stripe.

The refund method automatically defaults to issuing a credit; however, you will still have the option to issue a refund instead of a credit. In this situation, you'll be billed the processing fees to issue the refund (the same rates you pay for credit cards or ACH transactions) and these charges will accumulate and be charged along with your software fee at the beginning of the month.

Issuing a Refund (to the member's payment source) from a Paid Invoice

Navigate to the member's Billing tab. Select Manage Invoice next to the invoice you wish to refund.

• From there, select the three dots next to the line item with the payment and select Credit/Refund.
• Select the amount you wish to refund, the reason for the refund, and a note.
• Check the box that says, "Issue a refund to their [[payment source]]"
• Select "Refund to the [[member's payment source]]"

Please note:

• Refunds cannot be reversed.
• Stripe will not allow refunds past 90 days.
• The original processing fees are returned with the refund and new processing fees will be charged to process the refund.
• If payment is made with a credit, the only option you will have of refunding is with a credit.
• You may want to consider updating or adding a refund policy in your Terms of Service which you can find by navigating from your dashboard to Settings > General. **Remember, when you update your Terms of Service, your members will be prompted to accept them upon their next login.**

Issuing a Credit from a Paid Invoice

Navigate to the member's Billing tab. Select Manage Invoice next to the invoice you wish to refund.

• From there, select the three dots next to the line item with the payment and select Credit/Refund.
• Select the amount you wish to refund, the reason for the refund, and a note.
• DO NOT check the box that says, "Issue a refund to their [[payment source]]"
• Select Issue credit to [[member's account]].

Undo Credits

Did you accidentally issue a credit to a member that wanted a refund back onto their card? You can fix that!

Navigate to the member's Billing tab

• Select Manage next to the invoice you want to fix.
• Select Undo next to the Account Credit line.
• Write the reason for the undoing
• SelectSelect Undo.

Adding Credits to a Member's Account

Navigate to the Billing tab > Hover over Billing Actions > Select the Adjust Credit Balance button > Enter in a positive number to add the credit and a reason for the increase > Increase Balance

Removing credits

To remove a credit that was given to a member you can go to a member's account, then select the Billing tab. > Hover over Billing Actions > Select the Adjust Credit Balance button. > Enter in a negative number to remove the credit and a reason for the decrease > Remove Credit

How long will it take for a refund to be credited to my member's bank account or credit card?

Refunds will take 5-10 business days. More info about how Payment Processing works.

ER 8.9.21

To issueNow you can issue a credit to your members in addition to a refund. This is a great way to make sure revenue stays in your space. It's also helpful for those times when a wrong date or time was booked and a member needs to turn around and correct the date, making the exact same charge again. (This happens a lot!)

The member's credit will be used on any subsequent charges and will supersede the payment source on file until it is used up. When issuing a refund or credit, you'll notice that now there is a refund reason field required for you to fill in.

When a credit is issued to a member, the space keeps the money and then it’s applied to the member’s next purchase. Nothing goes through stripe.

The refund method automatically defaults to issuing a credit; however, you will still have the option to issue a refund instead of a credit. In this situation, you'll be billed the processing fees to issue the refund (the same rates you pay for credit cards or ACH transactions) and these charges will accumulate and be charged along with your software fee at the beginning of the month.

Issuing a refund or credit, navigateRefund (to the member's payment source) from a Paid Invoice

Navigate to the member's invoice by navigating to the member page from the dashboard toBilling tab. Select Manage MembersInvoice > Member List > edit the member. Click on the billing tab and then click on the three dots next to the invoice and select Manage Invoiceyou wish to refund. From there click on

• From there, select the three dots next to the line item with the payment and select Credit/Refund.
• Select the amount you wish to refund, the reason for the refund, and a note.
• Check the box that says, "Issue a refund to their [[payment source]]"
• Select "Refund to the [[member's payment source]]"

Please note:

• Refunds cannot be reversed.
• Stripe will not allow refunds past 90 days.
• The original processing fees are returned with the refund and new processing fees will be charged to process the refund.
• If payment is made with a credit, the only option you will have of refunding is with a credit.
• You may want to consider updating or adding a refund policy in your Terms of Service which you can find by navigating from your dashboard to Settings > General. **Remember, when you update your Terms of Service, your members will be prompted to accept them upon their next login.**

Issuing a Credit from a Paid Invoice

Navigate to the three dots member's Billing tab. Select Manage Invoice next to the charge and select Credit/Refundinvoice you wish to refund.

• From there, select the three dots next to the line item with the payment and select Credit/Refund.
• Select the amount you wish to refund, the reason for the refund, and a note.
• DO NOT check the box that says, "Issue a refund to their [[payment source]]"
• Select Issue credit to [[member's account]].

Undo Credits

NowDid you canaccidentally issue a credit to your members in addition to a refund. This is a great way to make sure revenue stays in your space. It's also helpful for those times when a wrong date or time was booked and a member needs to turn around and correct the date, making the exact same charge again. (This happens a lot!)

The member's credit will be used on any subsequent charges and will supersede the payment source on file until it is used up. When issuingthat wanted a refund or credit, you'll noticeback onto their card? You can fix that now there is a refund reason field required for you to fill in.!

When a credit is issued to a member, the space keeps the money and then it’s appliedNavigate to the member’s next purchase. Nothing goes through stripe.

The refund method automatically defaults to issuing a credit; however, you will still have the option to issue amember's refundBilling instead of a credit. In this situation, you'll be billed the processing feestab

• Select Manage next to the invoice you want to fix.
• Select Undo next to the Account Credit line.
• Write the reason for the undoing
• SelectUndo.

Adding Credits to a Member's Account

Navigate to issue the refund (the same rates you pay for credit cards or ACH transactions) and these charges will accumulate and be charged along with your software fee at the beginning of the month.

Please note: Stripe will not allow refunds past 90 days.

You may want to consider updating or adding a refund policy in your Terms of Service which you can find by navigating from your dashboard to Settings > General. **Remember, when you update your Terms of Service, your members will be prompted to accept them upon their next login.**

Note: If payment is made with a credit, the only option you will have of refunding is with a credit.

Adding credits

To add a credit that was given to a member you can go to a member's account, then select the Billing tab. > Hover over Billing Actions > Select the Adjust Credit Balance button. > Enter in a positive number to add the credit and a reason for the increase > Increase Balance

Removing credits

To remove a credit that was given to a member you can go to a member's account, then select the Billing tab. > Hover over Billing Actions > Select the Adjust Credit Balance button. > Enter in a negative number to remove the credit and a reason for the decrease > Remove Credit

How long will it take for a refund to be credited to my member's bank account or credit card?

Undo Credits

Did you accidentally issue a credit to a member that wanted a refund back onto their card? You can fix that!

Go to the member's account > Select the Billing tab > Select Manage on the invoice you want to fix > Select Undo next to the Account Credit line > Write the reason for the undoing > Undo.

How long will it take for a refund to be credited to my member's bank account or credit card?
Refunds will take 5-10 business days. More info about how Payment Processing works.

ER 3.18.218.9.21

To issue a refund or credit, navigate to the member's invoice by navigating to the member page from the dashboard to Manage Members > Member List > edit the member. Click on the billing tab and then click on the three dots next to the invoice and select Manage Invoice. From there click on the three dots next to the charge and select Credit/Refund.

Now you can issue a credit to your members in addition to a refund. This is a great way to make sure revenue stays in your space. It's also helpful for those times when a wrong date or time was booked and a member needs to turn around and correct the date, making the exact same charge again. (This happens a lot!)

The member's credit will be used on any subsequent charges and will supersede the payment source on file until it is used up. When issuing a refund or credit, you'll notice that now there is a refund reason field required for you to fill in.

When a credit is issued to a member, the space keeps the money and then it’s applied to the member’s next purchase. Nothing goes through stripe.

The refund method automatically defaults to issuing a credit; however, you will still have the option to issue a refund instead of a credit. In this situation, you'll be billed the processing fees to issue the refund (the same rates you pay for credit cards or ACH transactions) and these charges will accumulate and be charged along with your software fee at the beginning of the month.

Please note: Stripe will not allow refunds past 90 days.

You may want to consider updating or adding a refund policy in your Terms of Service which you can find by navigating from your dashboard to Settings > General. **Remember, when you update your Terms of Service, your members will be prompted to accept them upon their next login.**

Note: If payment is made with a credit, the only option you will have of refunding is with a credit.

Adding credits

To add a credit that was given to a member you can go to a member's account, then select the Billing tab. > Hover over Billing Actions > Select the Adjust Credit Balance button. > Enter in a positive number to add the credit and a reason for the increase > Increase Balance

Removing credits

To remove a credit that was given to a member you can go to a member's account, then select the Billing tab. > Hover over Billing Actions > Select the Adjust Credit Balance button. > Enter in a negative number to remove the credit and a reason for the decrease > Remove Credit

Undo Credits

Did you accidentally issue a credit to a member that wanted a refund back onto their card? You can fix that!

Go to the member's account > Select the Billing tab > Select Manage on the invoice you want to fix > Select Undo next to the Account Credit line > Write the reason for the undoing > Undo.

How long will it take for a refund to be credited to my member's bank account or credit card?
Refunds will take 5-10 business days. More info about how Payment Processing works.

ER 3.18.21

To issue a refund or credit, navigate to the member's invoice by navigating to the member page from the dashboard to Manage Members > Member List > edit the member. Click on the billing tab and then click on the three dots next to the invoice and select Manage Invoice. From there click on the three dots next to the charge and select Credit/Refund.

Now you can issue a credit to your members in addition to a refund. This is a great way to make sure revenue stays in your space. It's also helpful for those times when a wrong date or time was booked and a member needs to turn around and correct the date, making the exact same charge again. (This happens a lot!)

The member's credit will be used on any subsequent charges and will supersede the payment source on file until it is used up. When issuing a refund or credit, you'll notice that now there is a refund reason field required for you to fill in.

When a credit is issued to a member, the space keeps the money and then it’s applied to the member’s next purchase. Nothing goes through stripe.

The refund method automatically defaults to issuing a credit; however, you will still have the option to issue a refund instead of a credit. In this situation, you'll be billed the processing fees to issue the refund (the same rates you pay for credit cards or ACH transactions) and these charges will accumulate and be charged along with your software fee at the beginning of the month.

You may want to consider updating or adding a refund policy in your Terms of Service which you can find by navigating from your dashboard to Settings > General. **Remember, when you update your Terms of Service, your members will be prompted to accept them upon their next login.**

Note: If payment is made with a credit, the only option you will have of refunding is with a credit.

RemovingAdding credits

To add a credit that was given to a member you can go to a member's account, then select the Billing tab. > Hover over Billing Actions > Select the Adjust Credit Balance button. > Enter in a positive number to add the credit and a reason for the increase > Increase Balance

Removing credits

To remove a credit that was given to a member you can go to a member's account, then select the Billing tab. > Hover over Billing Actions > Select the Adjust Credit Balance button. > Enter in a negative number to remove the credit. and a reason for the decrease > Remove Credit

Undo Credits

Did you accidentally issue a credit to a member that wanted a refund back onto their card? You can fix that!

Go to the member's account > Select the Billing tab > Select Manage on the invoice you want to fix > Select Undo next to the Account Credit line > Write the reason for the undoing > Undo.

How long will it take for a refund to be credited to my member's bank account or credit card?
Refunds will take 5-10 business days. More info about how Payment Processing works.

AB 5/22/20ER 3.18.21

To issue a refund or credit, navigate to the member's invoice by navigating to the member page from the dashboard to Manage Members > Member List > edit the member. Click on the billing tab and then click on the three dots next to the invoice and select Manage Invoice. From there click on the three dots next to the charge and select Credit/Refund.

Now you can issue a credit to your members in addition to a refund. This is a great way to make sure revenue stays in your space. It's also helpful for those times when a wrong date or time was booked and a member needs to turn around and correct the date, making the exact same charge again. (This happens a lot!)

The member's credit will be used on any subsequent charges and will supersede the payment source on file until it is used up. When issuing a refund or credit, you'll notice that now there is a refund reason field required for you to fill in.

When a credit is issued to a member, the space keeps the money and then it’s applied to the member’s next purchase. Nothing goes through stripe.

The refund method automatically defaults to issuing a credit; however, you will still have the option to issue a refund instead of a credit. In this situation, you'll be billed the processing fees to issue the refund (the same rates you pay for credit cards or ACH transactions) and these charges will accumulate and be charged along with your software fee at the beginning of the month.

You may want to consider updating or adding a refund policy in your Terms of Service which you can find by navigating from your dashboard to Settings > General. **Remember, when you update your Terms of Service, your members will be prompted to accept them upon their next login.**

Removing creditsNote: If payment is made with a credit, the only option you will have of refunding is with a credit.

Removing credits

To remove a credit that was given to a member you can go to a member's account, then select the Billing tab. > Select the Adjust Credit Balance button. > Enter in a negative number to remove the credit. > Remove Credit

Undo Credits

Did you accidentally issue a credit to a member that wanted a refund back onto their card? You can fix that!

Go to the member's account > Select the Billing tab > Select Manage on the invoice you want to fix > Select Undo next to the Account Credit line > Write the reason for the undoing > Undo.

How long will it take for a refund to be credited to my member's bank account or credit card?
Refunds will take 5-10 business days. More info about how Payment Processing works.

AB 5/22/20

To issue a refund or credit, navigate to the member's invoice by navigating to the member page from the dashboard to Manage Members > Member List > edit the member. Click on the billing tab and then click on the three dots next to the invoice and select Manage Invoice. From there click on the three dots next to the charge and select Credit/Refund.

Now you can issue a credit to your members in addition to a refund. This is a great way to make sure revenue stays in your space. It's also helpful for those times when a wrong date or time was booked and a member needs to turn around and correct the date, making the exact same charge again. (This happens a lot!)

The member's credit will be used on any subsequent charges and will supersede the payment source on file until it is used up. When issuing a refund or credit, you'll notice that now there is a refund reason field required for you to fill in.

When a credit is issued to a member, the space keeps the money and then it’s applied to the member’s next purchase. Nothing goes through stripe.

The refund method automatically defaults to issuing a credit; however, you will still have the option to issue a refund instead of a credit. In this situation, you'll be billed the processing fees to issue the refund (the same rates you pay for credit cards or ACH transactions) and these charges will accumulate and be charged along with your software fee at the beginning of the month.

You may want to consider updating or adding a refund policy in your Terms of Service which you can find by navigating from your dashboard to Settings > General. **Remember, when you update your Terms of Service, your members will be prompted to accept them upon their next login.**

Removing credits

To remove a credit that was given to a member you can go to a member's account, then select the Billing tab. > Select the Adjust Credit Balance button. > Enter in a negative number to remove the credit. > Remove Credit

Undo Credits

Did you accidentally issue a credit to a member that wanted a refund back onto their card? You can fix that!

Go to the member's account > Select the Billing tab > Select Manage on the invoice you want to fix > Select Undo next to the Account Credit line > Write the reason for the undoing > Undo.

How long will it take for a refund to be credited to my member's bank account or credit card?
Refunds will take 5-10 business days. More info about how Payment Processing works.

AB 5/22/20

To issue a refund or credit, navigate to the member's invoice by navigating to the member page from the dashboard to Manage Members > Member List > edit the member. Click on the billing tab and then click on the three dots next to the invoice and select Manage Invoice. From there click on the three dots next to the charge and select Credit/Refund.

Now you can issue a credit to your members in addition to a refund. This is a great way to make sure revenue stays in your space. It's also helpful for those times when a wrong date or time was booked and a member needs to turn around and correct the date, making the exact same charge again. (This happens a lot!)

The member's credit will be used on any subsequent charges and will supersede the payment source on file until it is used up. When issuing a refund or credit, you'll notice that now there is a refund reason field required for you to fill in.

When a credit is issued to a member, the space keeps the money and then it’s applied to the member’s next purchase. Nothing goes through stripe.

The refund method automatically defaults to issuing a credit; however, you will still have the option to issue a refund instead of a credit. In this situation, you'll be billed the processing fees to issue the refund (the same rates you pay for credit cards or ACH transactions) and these charges will accumulate and be charged along with your software fee at the beginning of the month.

You may want to consider updating or adding a refund policy in your Terms of Service which you can find by navigating from your dashboard to Settings > General. **Remember, when you update your Terms of Service, your members will be prompted to accept them upon their next login.**

Removing credits

To remove a credit that was given to a member you can go to a member's account, then select the Billing tab. > Select the Adjust Credit Balance button. > Enter in a negative number to remove the credit. > Remove Credit

Undo Credits

Did you accidentally issue a credit to a member that wanted a refund back onto their card? You can fix that!

Go to the member's account > Select the Billing tab > Select Manage on the invoice you want to fix > Select Undo next to the Account Credit line > Write the reason for the undoing > Undo.

How long will it take for a refund to be credited to my member's bank account or credit card?

Refunds will take 5-10 business days.

To issue a refund or credit, navigate to the member's invoice by navigating to the member page from the dashboard to Manage Members > Member List > edit the member. Click on the billing tab and then click on the three dots next to the invoice and select Manage Invoice. From there click on the three dots next to the charge and select Credit/Refund.

Now you can issue a credit to your members in addition to a refund. This is a great way to make sure revenue stays in your space. It's also helpful for those times when a wrong date or time was booked and a member needs to turn around and correct the date, making the exact same charge again. (This happens a lot!)

The member's credit will be used on any subsequent charges and will supersede the payment source on file until it is used up. When issuing a refund or credit, you'll notice that now there is a refund reason field required for you to fill in.

When a credit is issued to a member, the space keeps the money and then it’s applied to the member’s next purchase. Nothing goes through stripe.

The refund method automatically defaults to issuing a credit; however, you will still have the option to issue a refund instead of a credit. In this situation, you'll be billed the processing fees to issue the refund (the same rates you pay for credit cards or ACH transactions) and these charges will accumulate and be charged along with your software fee at the beginning of the month.

You may want to consider updating or adding a refund policy in your Terms of Service which you can find by navigating from your dashboard to Settings > General. **Remember, when you update your Terms of Service, your members will be prompted to accept them upon their next login.**

Removing credits

To remove a credit that was given to a member you can go to a member's account, then select the Billing tab. > Select the Issue/RemoveAdjust Credit Balance button. > Enter in a negative number to remove the credit. > Remove Credit

Undo Credits

Did you accidentally issue a credit to a member that wanted a refund back onto their card? You can fix that!

Go to the member's account > Select the Billing tab > Select Manage on the invoice you want to fix > Select Undo next to the Account Credit line > Write the reason for the undoing > Undo.

To issue a refund or credit, navigate to the member's invoice by navigating to the member page from the dashboard to Manage Members > Member List > edit the member. Click on the billing tab and then click on the three dots next to the invoice and select Manage Invoice. From there click on the three dots next to the charge and select Credit/Refund.

Now you can issue a credit to your members in addition to a refund. This is a great way to make sure revenue stays in your space. It's also helpful for those times when a wrong date or time was booked and a member needs to turn around and correct the date, making the exact same charge again. (This happens a lot!)

The member's credit will be used on any subsequent charges and will supersede the payment source on file until it is used up. When issuing a refund or credit, you'll notice that now there is a refund reason field required for you to fill in.

When a credit is issued to a member, the space keeps the money and then it’s applied to the member’s next purchase. Nothing goes through stripe.

The refund method automatically defaults to issuing a credit; however, you will still have the option to issue a refundrefund instead of a credit. In this situation, you'll be billed the processing fees to issue the refund (the same rates you pay for credit cards or ACH transactions) and these charges will accumulate and be charged along with your appsoftware fee at the beginning of the month. (And, if the issue leading to the refund is our fault, we cover those fees! Just select "Proximity Error" as the reason.)

You may want to consider updating or adding a refund policy in your Terms of Service which you can find by navigating from your dashboard to Settings > General. **Remember, when you update your Terms of Service, your members will be prompted to accept them upon their next login.**

Removing credits

To remove a credit that was given to a member you can go to a member's account, then select the Billing tab. > Select the Issue/Remove Credit button. > Enter in a negative number to remove the credit. > Remove Credit

Undo Credit RefundsCredits

Did you accidentally issue a credit to a member that wanted a refund back onto their card? You can fix that!

Go to the member's account > Select the Billing tab > Select Manage on the invoice you want to fix > Select Undo next to the Account Credit line > Write the reason for the undoing > Undo.

To issue a refund or credit, navigate to the member's invoice by navigating to the member page from the dashboard to Manage Members > Member List > edit the member. Click on the billing tab and then click on the three dots next to the invoice and select Manage Invoice. From there click on the three dots next to the charge and select Credit/Refund.

Now you can issue a credit to your members in addition to a refund. This is a great way to make sure revenue stays in your space. It's also helpful for those times when a wrong date or time was booked and a member needs to turn around and correct the date, making the exact same charge again. (This happens a lot!)

The member's credit will be used on any subsequent charges and will supersede the payment source on file until it is used up. When issuing a refund or credit, you'll notice that now there is a refund reason field required for you to fill in.

When a credit is issued to a member, the space keeps the money and then it’s applied to the member’s next purchase. Nothing goes through stripe.

The refund method automatically defaults to issuing a credit; however, you will still have the option to issue a refund instead of a credit. In this situation, you'll be billed the processing fees to issue the refund (the same rates you pay for credit cards or ACH transactions) and these charges will accumulate and be charged along with your app fee at the beginning of the month. (And, if the issue leading to the refund is our fault, we cover those fees! Just select "Proximity Error" as the reason.)

You may want to consider updating or adding a refund policy in your Terms of Service which you can find by navigating from your dashboard to Settings > General. **Remember, when you update your Terms of Service, your members will be prompted to accept them upon their next login.**

Removing credits

To remove a credit that was given to a member you can go to a member's account, then select the Billing tab. > Select the Issue/Remove Credit button. > Enter in a negative number to remove the credit. > Remove Credit

Undo Credit Refunds

Did you accidentally issue a credit to a member that wanted a refund back onto their card? You can fix that!

Go to the member's account > Select the Billing tab > Select Manage on the invoice you want to fix > Select Undo next to the Account Credit line > Write the reason for the undoing > Undo.

Now you can issue a credit to your members in addition to a refund. This is a great way to make sure revenue stays in your space. It's also helpful for those times when a wrong date or time was booked and a member needs to turn around and correct the date, making the exact same charge again. (This happens a lot!)

The member's credit will be used on any subsequent charges and will supersede the payment source on file until it is used up. When issuing a refund or credit, you'll notice that now there is a refund reason field required for you to fill in.

When a credit is issued to a member, the space keeps the money and then it’s applied to the member’s next purchase. Nothing goes through stripe.

The refund method automatically defaults to issuing a credit; however, you will still have the option to issue a refund instead of a credit. In this situation, you'll be billed the processing fees to issue the refund (the same rates you pay for credit cards or ACH transactions) and these charges will accumulate and be charged along with your app fee at the beginning of the month. (And, if the issue leading to the refund is our fault, we cover those fees! Just select "Proximity Error" as the reason.)

You may want to consider updating or adding a refund policy in your Terms of Service which you can find by navigating from your dashboard to Settings > General. **Remember, when you update your Terms of Service, your members will be prompted to accept them upon their next login.**

Removing credits

To remove a credit that was given to a member you can go to a member's account, then select the Billing tab. > Select the Issue/Remove Credit button. > Enter in a negative number to remove the credit. > Remove Credit

Undo Credit Refunds

Did you accidentally issue a credit to a member that wanted a refund back onto their card? You can fix that!

Go to the member's account > Select the Billing tab > Select Manage on the invoice you want to fix > Select Undo next to the Account Credit line > Write the reason for the undoing > Undo.

Now you can issue a credit to your members in addition to a refund. This is a great way to make sure revenue stays in your space. It's also helpful for those times when a wrong date or time was booked and a member needs to turn around and correct the date, making the exact same charge again. (This happens a lot!)

The member's credit will be used on any subsequent charges and will supersede the payment source on file until it is used up. When issuing a refund or credit, you'll notice that now there is a refund reason field required for you to fill in.

The refund method automatically defaults to issuing a credit; however, you will still have the option to issue a refund instead of a credit. In this situation, you'll be billed the processing fees to issue the refund (the same rates you pay for credit cards or ACH transactions) and these charges will accumulate and be charged along with your app fee at the beginning of the month. (And, if the issue leading to the refund is our fault, we cover those fees! Just select "Proximity Error" as the reason.)

You may want to consider updating or adding a refund policy in your Terms of Service which you can find by navigating from your dashboard to Settings > General. **Remember, when you update your Terms of Service, your members will be prompted to accept them upon their next login.**

Removing credits

To remove a credit that was given to a member you can go to a member's account, then select the Billing tab. > Select the Issue/Remove Credit button. > Enter in a negative number to remove the credit. > Remove Credit

Undo Credit Refunds

Did you accidentally issue a credit to a member that wanted a refund back onto their card? You can fix that!

Go to the member's account > Select the Billing tab > Select Manage on the invoice you want to fix > Select Undo next to the Account Credit line > Write the reason for the undoing > Undo.