Overview
You can use the Delete/Refund Modal Window to delete a Credit and grant a refund to the Customer.
š” Example Use Cases:
Customer "Cancels Independently" in the Customer Hub and requests a refund
Customer purchased a Credit, never redeemed, and wants a refund
Customer canceled, planned to reschedule, never redeemed, and now wants a refund
š Reminder:
Granting a refund does not automatically cancel the Program or Session.
Cancelling a Program or Session does not automatically grant a refund.
In FunJoin, the āCancel Reservationā and āGrant Refundā functionalities are intentionally separated. This is to protect the integrity of the Schedules and avoid unintentional Cancellations. Our step-by-step approach ensures that the Reservation is not deleted accidentally.
Other Common Refund Use Cases:
Step-By-Step Instructions
Delete Credit and Refund
Steps:
Click "Customers" in Top Navigation
Find Customer in Customer Management Table
Click Customer Name to open Customer Profile
Find Credit in Customer Profile
Click Settings/Gear Button
Click "Delete / Refund Credit" Button
(If Needed) Select Order
In "Delete / Refund" Modal Window:
Insert refund amount(s) in Amount Currency Field(s)
Insert note or reason in Refund Reason Text Field
IMPORTANT: Click Delete Credit Checkbox
Click "Be Mindful - Action Irreversible" Checkbox
Click "Proceed" Button