How to delete unpaid Product from Purchase state and delete unpaid Transaction?

Introduction

This article will show you how to delete an unpaid Product and how to delete an unfinished transaction resulting from a purchase that was interrupted.

This may happen i.e. when a member books a Class on the Client Portal, but changes their mind and cancels the booking, or when the transaction suddenly breaks, i.e. due to a negative balance, lack of the internet connection or due to any other reason. In case the member does not complete the payment, after c.a. 15-20 min, the system will automatically cancel the Booking and delete the Product. Club member ends with no Product, no Booking, no Debt. To learn more on this process, go to this article.

This is a default system behaviour resulting from the task RemoveUnpaidMembershipPortalCashlessProductsTask, which is by default set as ON.

However, in case this task has been OFF, the system would not automatically delete the Product or the Debt caused by the unfinished payment and you would have to do it manually.

The task can be turned off/on only by the Perfect Gym Support Team. 

• After reading this article, you will know how to delete a Product and how to delete an unpaid transaction in Member Profile, when the guest or member did not finish the payment. 
• This article will be the most beneficial for PG Champion, System Administrator, Support Agent and Front Desk Staff.

Instruction 

STEP 1

How to delete an unpaid Service product?

1. Go to the PGM -> Clients -> Club Members.
2. Select the member from the Members list and open their Profile. 
3. Go to the Transactions tab.
4. Then click on POS.
5. Select the right transaction and click on three dots.
6. Select Purchase state from the menu.

 7. Then, the pop-up window will appear. In the Purchase state window, click on History.

8. Click on three dots at the end of the line marked in red. 

9. Click on Delete.

STEP 2

How to delete an unpaid Transaction?

1. Go to the PGM -> Clients -> Club Members.
2. Select the member from the Members list and open their Profile. 
3. Go to the Transactions tab.
4. Click on Cashless.
5. Click on the Delete button in the unpaid transaction line.

Hints 

If the guest or member would like to continue the Class booking process which was interrupted on the Client Portal, as in the example described above, they could i.e. go to the club and pay at the Front Desk. In such a case, you would also need to delete the Product and the unpaid transaction from their Profile, according to the above instructions.