Refunds and account credit

Sometimes we owe a member money back, or we want to put a goodwill balance on their account. StudioFlow handles both from the member's own record.

1. Open the member. Go to Members and open the person's record. Account credit, class credits, and their purchase history all sit on this one page.
2. Grant account credit. Under Account credit, choose Grant credit, type the amount in euro (for example 10 or 7.50), and pick a reason such as goodwill, compensation, refund to credit, or top-up. Add a note if it helps.
3. Review and confirm. The page shows the exact amount and member before anything saves. Press Confirm and the new balance appears straight away.
4. Apply credit to something. To spend a member's balance against a purchase or booking, choose Apply credit, enter the amount (never more than their balance), pick a reason, and confirm.
5. Refund a card purchase. Open the member's purchase history, find the purchase, and choose Refund. For a card purchase the money goes back to the member's card through Stripe, and any class credits it granted are reversed.
6. Adjust class credits. Class credits are separate from money. For class pack and trial members, use the credit adjuster: a positive whole number adds credits, a negative one removes them. A reason is required.
7. Check the trail. Every change lands on the member's credit history with a running balance, whether we or the system made it, and any note. The member sees their euro balance in their own portal.