Removing and Refunding Packages

This Guide will teach you how to remove and refund a package from a clients profile.

*Screens and layouts may vary depending on the user settings and device compatibility.

Go to Clients

Locate the client by either using the search bar or in finding them in the client list.

Go to the client's Packages tab.

If the Package is currently active it will show if it is no longer active click on the View drop-down and select All Packages.

Next to the package you want to delete, click on the Trash Can icon.

Confirm the package delete.

A billed package will ask what would you like to do with the billing?

Reverse the billing - This will put any money paid towards the item onto the client's account to either make another purchase or to be refunded.

Delete the package but leave the billing - Keep the invoice and payments, deletes the item

Show me the billing. Do not delete the package now - Brings you to the invoice the item is on.

Cancel the delete and do nothing - The package remains the same.

If you choose to reverse the billing, a window popup will ask for the reason and change revenue date.

Reversing will effectively undo this billing by creating a second item of the opposite amount.
This is the recommended way to completely "unbill" something you have sold.

The original payment will stay on the invoice with the original item and its corresponding reversal and can be found in the Payments tab under Billing.

You will see any unapplied payments go to On Account on the client's profile

To refund, select refund on the on account box

The popup window for record a new payment will appear with the client's name, date issued, a negative amount, original payment method and the newly selected refund payment method.

Choose your refund payment method

Select Issue Refund