There may be instances in which you’d like to refund a payment for a client, or stop future payments within a recurring Client Package. For example, if a client decides to stop working with you, and you’d like to prevent future payments, you will want to change their subscription status.
IN THIS ARTICLE: #
- Refund a payment (full or partial)
- Stop upcoming payments
Refund a payment (full or partial) #
The Point-of-Care (POC) Platform enables you to directly refund a client the full amount or a partial amount of a payment received through the platform. There is no charge to you, or to your client, to initiate a refund, and the full amount paid by the client will be refunded to the client, unless you indicate a partial refund. Here are instructions to do this:
- Navigate to Billing > Payments
- Select Client > Payment > […] > Refund Payment
- Enter the amount you’d like to refund (you are able to partially refund a payment by entering an amount that is below the full paid amount)
- Click Refund
- Refunds take 5-10 business days to process, and credit will appear on the card that the client used for payment. Clients will receive an email automatically, notifying them of their refund.
![](https://www.metaboliccode.com/wp-content/uploads/2021/02/73-refundchangepayments1.gif)
Stop Upcoming Payments #
There may be instances in which you would like to stop a payment from a Client Package. This will ensure that clients are not charged for a service that they no longer need. Clients will not be charged for any recurring payments on that particular package. To do this:
- Navigate to Billing > Payments > Actions […] > Stop Upcoming Payment
Clients will not receive an e-mail notification that you have stopped payments, so you may want to let your client know that you have made this adjustment in their account.
![](https://www.metaboliccode.com/wp-content/uploads/2021/02/73-refundchangepayments2.png)