If you want to back date a status change (like a freeze or terminate) and issue a full or partial refund, complete the following steps:

Edit Contract

1. Expand the Contract and add Manual Status changes to the correct customers.  
   **Review backdated terminations process in the Manual Status change article linked here!
    
2. Ensure the enrollments are reflecting the correct status in the contract.

Create Credit Invoice

1. On the Dues Invoice to be adjusted, click Return Invoice. 
   
    
2. Select Refund through POS Cart
   
    
3. Remove any items in the cart that should not be credited. 
   
   If backdating a freeze, add the freeze product and set the price and quantity to deduct from the refund/credit total. Edit the product to set Manual Pricing if needed
   
    
4. Issue Refund, then either refund to the card originally used OR issue a credit