As part of our ongoing effort to simplify your business processes, we've added a semi-automated refund process. Now, you can request a refund for any purchase showing on your Sales Report with 1-click! Here's how to use this new feature.
To start the refund request process, head to your Sales Report. Once there, let's take a look at the report, and see what's available for refunds and how the process works.
Step 1: View the Sales Report and choose a purchase to refund
On the right side, next to each purchase, you'll see a new 'Refund' link. Clicking the link will popup a 'Refund Request' window as shown below. Choose the purchase you want to refund, then click the 'Refund' link.
Step 2: Complete the refund request
In this refund request popup, you'll see two options. Amount and the reason for the refund.
Amount - you can enter the full amount (the purchase price was prefilled) or a partial amount. The amount you refund has to be greater than zero (or why do a refund?).
Reason for Refund - Nothing fancy, just a quick note for Fitli and yourself (also goes into your Sales Report export) for why the refund was processed.
After you've chosen an amount to refund, and entered a reason, click the 'Confirm' button to submit a refund. The window will change to a 'Request submitted' popup as shown below.
Closing this window and heading back to your Sales Report, you'll see that the report has been updated with a notation that the refund was sent, "Refund Submitted".
Now, Fitli will be processing the refund, and the rest of the process is semi-automated - no more work for you!
Automatic Renewing Memberships - As part of our typical process, Fitli does NOT cancel automatic, renewing memberships. This is a business contract between you and the client - we don't cancel these except for certain specific circumstances. So, if you're requesting a refund for a monthly renewing charge, if you do NOT cancel the membership, it will auto-renew the following month. Please CANCEL the client if you do not want this charge to process.
Step 3: Wait for the refund to complete
After Fitli processes the refund, which is typically in a few hours to at most 24 hours (depending on the day), three things will happen:
One: You will receive an email notifying you when the refund has been processed and completed. This email will let you know that Fitli has completed the refund transaction and the net amount refunded to your client.
Two: Your client will receive an email from Fitli notifying them that they have been refunded for their purchase.
Three: If the original client purchase was made by credit card, and Fitli is processing a PARTIAL credit card refund back to the customer, we're charged a credit card refund fee to perform a transaction to the client's card. This fee is the same as the card charge fee, 2.9% + .30. As Fitli pays refunds to customers via credit card out of our bank account, to 'square up' charges with your business as part of the card refund process, we then charge your business credit card on file the refund amount, PLUS the credit card refund fee listed above. So, if the original purchase was $200, and you're requesting a refund of say, $100, we then charge you, the business, $103.20. This charge occurs immediately after we process the refund to the customer.
FULL REFUND = no fees
PARTIAL REFUND = credit card transaction fee charge
Four: Your sales report will change to reflect the refund, with the dollar amount refunded in red, and the total sales amount adjusted and also reflected in red as shown below.
Updated Sales Report:
You'll see your updated sales report now has adjustments in the 'Amount' column for the net refund amount (in red), and the notation of the date the purchase was refunded. Also, at the bottom of your Sales Report, you'll see the gross and net sales amounts, with any adjustments for refunds during the time period you selected.
Any notes you added to the refund request will also appear in the exported Sales Report.
Thanks and if you have any questions regarding refunds, contact us at firstname.lastname@example.org.