Refund policies can vary widely between different businesses, and may even change depending on a specific client's situation. As such, when a refund is processed on an invoice, its associated credits are not impacted in any way. This means that any changes to a customer's credits following a refund must be handled manually. Users may leave the credits as-is, or remove them from the customer's profile so that they cannot be used towards any future bookings. They may also add an expiry date to any existing credits to restrict their usability to a within a certain amount of time.
Though refunds do not automatically remove credits, users do have the option of destroying credits when cancelling bookings or removing client registrations.
To manually adjust a client's existing credits, start by locating their Credits list. If a client has available credits on their account, the table will list them under the "Available" tab and will have "Edit" and "Add" buttons at the top. Select the "Edit" button to be redirected to the "Update Credits" page.
This page will list information about all of the client's available credits including the Credit Type, Date Issued, Credit Source, number Remaining, and Expiry.
Use the up/down arrows or type directly into the "Remaining" field for the credits you want to edit. Note that the text box cannot be left blank. If you want to zero out the credits you will need to enter a "0" into the field.
Edit or add an Expiry Date to a credit by selecting the "Expires" field and choosing a date from the calendar.
Once you have made the desired changes, select the "Update Credits" button at the bottom of the list. This will save your changes and take you back to the client's profile.
To ensure your clients are aware of your business' refund policy, it is a good idea to add that policy to your payment receipts. You may also wish to include a refund policy agreement in a contract to be signed by all clients registering for your services. For more information on how refunds work, check out our guide on Processing Refunds. To learn more about creating, adjusting, and using credits, see our guide on Creating & Using Customer Credits.