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Delete Credit and Refund

See How To Remove Credits and Return Payment to the Customer

Max Jaskwhich avatar
Written by Max Jaskwhich
Updated today

Overview

You can use the Delete/Refund Modal Window to delete a Credit and grant a refund to the Customer.

šŸ’” 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

šŸ”” Reminder:

  1. Granting a refund does not automatically cancel the Program or Session.

  2. Cancelling a Program or Session does not automatically grant a refund.

In FunJoin, the ā€œCancel Reservationā€ and ā€œGrant 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:

  1. Click "Customers" in Top Navigation

  2. Find Customer in Customer Management Table

  3. Click Customer Name to open Customer Profile

  4. Find Credit in Customer Profile

  5. Click Settings/Gear Button

  6. Click "Delete / Refund Credit" Button

  7. (If Needed) Select Order

  8. In "Delete / Refund" Modal Window:

    1. Insert refund amount(s) in Amount Currency Field(s)

    2. Insert note or reason in Refund Reason Text Field

    3. IMPORTANT: Click Delete Credit Checkbox

    4. Click "Be Mindful - Action Irreversible" Checkbox

    5. Click "Proceed" Button

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