This guide will walk you through the steps to refund the remaining sessions of a package in Pabau. This allows you to transfer the session value back to the client’s account and process the refund efficiently.
Step 1: Navigate to the Client Card
Start by logging into your Pabau account. On the homepage, use the search bar at the top of the screen to find a client by entering their name, phone number, email, or client ID. Enter at least three letters of the client’s name for them to appear.
Step 2: Access the Packages
Once you are in the client card, navigate to the "Packages" section and find the package for which you want to refund the remaining sessions. Click on the three dots next to the package and select "More Details" from the drop-down list.
In the pop-up window, you will see the remaining sessions for this package. Next to each session, there are three dots. Click on them and select "Transfer to Account". In the pop-up window click on "Transfer" to complete the process.
This action transfers the value of the session to the client’s account.
Step 3: Access the Invoice
After transferring the session value to the client’s account, go to the Financials tab in the client card and click on "Payments". Here, you can verify that the amount was successfully transferred and there will be an #ACC entry created.
After that here you can click on the "Invoice number" to access the refund module.
Step 4: Process the Refund
Inside the Edit Invoice module, click on the "Options" button in the upper-right corner. From the drop-down menu, select "Refund".
In the Refund module, under the Items section, choose how much of the amount you want to refund, then choose the payment method.
In this example, we're refunding $83.33 amount in cash.
In the next pop-up window, click on "Refund Now" to finalize the refund.
Step 5: Verify the Refund
Return to the client card, navigate to the Financials tab, and click on "Payments". The refund should be listed here, confirming that the process was completed successfully.
By following these steps, you can efficiently process a refund for the remaining sessions of a previously sold package.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.