Refund Payment(s) and Cancel Future Invoices

Overview

As a club admin, you have the ability to refund any payments that have been made and zero out the balance for any future scheduled payments.  If you remove a team/player registration, you must also remove/adjust any corresponding billing.

Instructions

Step 1.

• Access your admin dashboard open the "Billing" module and then click on "Accounts". 
• Next, click on the billing account that you're working on.

Step 2.

• Scroll down to the payments section and click on "Refund" for any past payment(s) that were made.

Step 3.

• For each payment click the blue "Refund" button to complete that reimbursement.

Step 4.

• Once all refunds have been completed, you next will need to adjust any future payments that are scheduled. 
• From Billing > Accounts, click on the billing account that you're working on.

Step 5.

• For any upcoming payments that are showing as scheduled, you'll want to click on the "Edit" button

Step 6.

• You'll next be able to adjust the amount to $0 and make any notes needed.  It is recommended to adjust this way as opposed to deleting so that the record of the adjustment can be kept.

Step 7.

• Once the adjustment is completed, click on the "Save" button at the bottom of the page.