Step 1: Find the sale
In the admin menu: Money, then Sales
The list opens on completed sales from the last 30 days. Change the dates with "7d", "30d", "90d", "All" or "Custom", search by the customer's name or email, and narrow by kind ("All types") or by status. Sales made online, at the front desk and by invoice show here. Door sales rung up at the Event Desk do not; they are on the event's roster.
"Pending" includes sales that are paid but still being delivered, marked "Paid (pending)".
Step 2: Resend the confirmation email
In the admin menu: Money, then Sales
Open the row's menu and choose "Resend confirmation email". It goes to the address on the sale, and a message says where it went. A sale made in person never sent one, so there is nothing to resend for it.
Step 3: Refund a sale
In the admin menu: Money, then Sales
Choose "Refund" in the row's menu. The money goes back to the card the customer paid with, through Stripe. Cash, comp and imported sales took no card payment, so there is nothing for Stripe to return: the refund is refused with a message saying so. Settle those with the customer directly. "Amount to refund" starts at the full amount; lower it for a partial refund. Pick a "Reason" and click the refund button, which shows the amount.
"Take back what they bought" removes the class card or ticket from their account on a full refund. A partial refund leaves the purchase on their account.
Refunds are off until StudioMomo turns them on for your studio; until then "Refund" is not in the menu. A membership payment cannot be refunded from any screen yet; email [email protected].
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