In Martial Class™ version 3.4, the method for cancelling a payment remains the same. You actually need to cancel the ordered item and the payment will then be credited back to the student.
For this fictitious example, Marcus paid (on December 15th) for Joel's December Kup Grading (order recorded 1st December). We want to refund this amount.
STEP 1
The first step is to identify the payment or the item that was paid for. There are three ways in which to do this.
In each case we highlight the item and use the right-click menu to create a new transaction...
STEP 2
The Transaction Window will display and show the selected order item as paid. Select the item to cancel payment for and select Cancel/Return Order from the right-click menu.
STEP 3
The Transaction Window shows the order item as cancelled and a credit is issued, you may then use it to
1. Pay for new items,
2. Pay toward existing orders,
3. Hold the amount in credit, or
4. Pay back as change.
NOTE: The cancelled order credits payment to the person who owned the order item, not the person who paid it.
In our example, this is Joel. To transfer the credit back to Marcus, you need to record the amount as Change and then raise a new transaction for Marcus for a payment of the same amount).
