How can I apply a previous payment to a new service?

Unapply payments can be used to apply previously made payments to different services. This can come up if a client attends and pays for a session, but instead wants to opt for a different service or pricing option. An example could be if a client starts off on Pay as you go, but then wants to apply that payment to a package.

Unapply Payments

1. Click on the Members tab on the left-hand navigation and select the appropriate member. Ensure that the new enrollment has been set up and the new invoice has been created.

2. Navigate to the Invoices tab on the member's profile. Click into the previously paid invoice and then click the three dots in the top right.

3. Click Unapply payment, select the payment, and click Unapply payment.

4. Click into the new invoice, click the three dots in the top right, select Apply payment/reversal, and select this existing payment.

5. The previous invoice can then be deleted.