Refunding a Client

1. Hover over Client Care and click on Enrollments
   

2. Click on the Account Summary icon of the account you want
   

3. Scroll down to ACTIVE ENROLLMENT, and click on the Add Payment Icon:
   

1. In the Payment Type field, select Refund
   

2. In the Payment Method field, select the payment method of your refund
   

3. Select a Payment Date
   

4. Enter the Refund Amount
   

5. Document the Refund Reason/Reference for recording the Refund (example in screenshot below)
   

1. Click Save
   

2. The TRANSACTION SUMMARY will now show a Refund transaction.
   

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