Table of Contents. Welcome to igo Figure...1 About this Guide...1 A Few Important Things to Know...1

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3 2 Manager Table of Contents Overview Welcome to igo Figure...1 About this Guide...1 A Few Important Things to Know...1 Chapter 1: Handling Members and Customers Customer Account...3 Collections Status...3 Placing a Member in Collections...3 Taking a Collection Payment...8 Printing a Collections List Report...9 Members Scanning in while in Collections Removing a Member from Collections Membership Hold Members Scanning in while on Membership Hold Terminating a Membership Hold Notes Regarding Membership Hold Chapter 2: Products and Inventory Gifts and Promotions Printing an Owner Comps & Gift Certificate Sales Report Handling Inventory Why entering this information is important? Chapter 3: Handling Employees Employee Information Entering New Employees Editing Employee Information Deleting an Employee s Information Reviewing an Employee s Work Hours Editing an Employee s Work Hours Adding Work Hours for an Employee Viewing an Employee s Sales Viewing an Employee s No-Sales Printing Employee Time Sheets Chapter 4: Processing Payments Money Management Money Management Wizard: Advanced Features Owner Comp Send to Collections Refunds Processing Partial Refunds... 34

4 Welcome to igo Figure Congratulations on your position as a manager at your facility. New privileges and access to certain areas within the igo Figure program come with your position. This guide assists you in taking care of your managerial responsibilities. About this Guide Every effort has been made to ensure this document accurately represents the functionality of the igo for Health & Fitness Professional Edition, Version 3. As with every software application, development continues after the documentation has gone to press, therefore small inconsistencies may occur. We would appreciate any feedback or comments on this guide to be ed to This Manager Guide is intended to assist managers with their daily responsibilities at your facility. A Few Important Things to Know There are a few important things you should know up front. If you remember these, it will most likely save you time and confusion later: First, not all of the features explained in this guide will require a manager password. There may be certain functions within the igo Figure program, such as performing bank deposits through the Money Management Wizard or placing a member into Collection status, that you have simply not performed before. Version 3 will specifically ask for a password whenever one is needed. Second, it is important to realize that your manager password will not get you into the igo Figure program. You must use the same access password all the other employees use. Third, there is an electronic Help file to assist you on additional topics. As a manager, you will be using more of the features in the igo Figure program, therefore we have included the Help file in case you need any assistance. All you have to do is click Help on the screen. Finally, there are multiple ways to contact Go Figure Technical Support, including , phone, or fax. If you need help and cannot resolve the issue on your own or through the electronic Help file, call Technical Support to assist you. The chart below gives you Go Figure Technical Support contact information: Your Country Phone Number Address Fax Number United States 877. GO FIGURE ( ) Canada Mexico All Other Countries or or or or

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6 Chapter 1: Handling Members and Customers 2

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8 Customer Account Version 3 introduces the concept of a customer account. A customer account allows every member to have either a positive, negative, or zero balance. This feature is useful for many reasons. Below are two examples: A member gives you $40 for a $38 purchase. Instead of taking the change, the member may ask if they can use the balance for next month s dues or a future purchase. You can put the remaining $2 into the customer account. These two dollars now appear as a positive balance. On the other hand, if a member only has $30 but wants to make a $35 purchase, you can take the $30 payment and charge the remaining $5 to the customer s account. If this gives the customer account a negative balance, you will be required to enter a due date. Members can add money to their customer account at any time. As a result of the customer account, Version 3 considers all debts paid in full, regardless of whether the full amount was collected or not. Any remaining balance is simply placed on the member s customer account. Collections Status One of the new responsibilities you may face as a manager is placing members into Collections status if they have past due balances. There is something important you should understand about a member being put into Collections. This does not mean you have sent the member to a collections agency. Collections is a special designation within the igo Figure program that indicates a member owes your facility money either because of a returned check or draft or because the member has promised to pay a debt by a certain date and has not done so. There are many advantages to using the Collections feature within the igo Figure software: You will be able to generate a report listing every member who is in Collections (i.e., has a negative balance in the customer account with a past due date), the reason, the amount owed, the date of the debt, and a detailed ledger history of the customer account. Version 3 generates a customer account statement you can or mail to members that have past due customer accounts. A notification appears on the Attendance and Administration Screens if a member in Collections status scans in to workout. The member will be asked to see a staff member, and the employee will recognize this member needs extra attention because the Attendance List will display the member s name in red. Placing a Member in Collections The owner of your facility may provide you with a list of checks or drafts that have been returned by the bank. In this case, you will place those members into Collections using the steps below: 1. Click Collections from the Main Menu to access the Collections feature. 3

9 2. Select Enter a new collection item and click Next. 3. Enter the collection amount along with the month and year it was originally collected and click Next. This displays the members who fit the entered search criteria. 4

10 4. Select the appropriate member payment in the Select column on the far right and then click Next. 5. Click Next on the Collection History screen to continue. The Collection History screen displays member information as well as the member s past collections, if any. 5

11 6. From the Returned Payment & Reason section at the bottom of the screen, click on the button under the Select column (to the far left), select the appropriate reason (to the far right), and then click Next. 7. Enter the returned payment fee (at the bottom) charged by your business and then click Next. 6

12 8. Now, select whether you would like this specific membership to become inactive and then click Next. All memberships for this member that use this account for autorecurring payments are displayed here. 9. Enter a due date and then click Done. The member will not be put into Collections unless the account balance date is in the past. Review the resulting customer account balance for this member here. Note: There are two criteria that must be met in order for a member to be put into Collections: 1. A member s customer account balance must be negative (meaning they owe you money), and 2. The due date of the customer account is past due. 7

13 Taking a Collection Payment 1. Click Payments & Product Sales from the Main Menu and choose the appropriate member from the customer list. 2. Click Customer Account from The Store and enter the amount to deposit into the customer account. If a partial payment is taken, the member s customer account will adjust accordingly. Customer account balance is always included here in The Store section and is available in the member s record. If a member has a negative balance in the customer account, this is represented by a minus sign (-) 3. Click Next to continue to the Purchase Review screen. Add comments, if necessary, and then click Next. 4. Select the appropriate payment method button, the amount being paid, an employee from the Sales Person drop-down menu, and then click Next. If the customer account still carries a negative balance even after a payment is made, the igo Figure software will prompt you to confirm the next payment date. Remember that a customer account with a past due date will result in the member being placed into Collections status. 8

14 5. Click Print to print a receipt. 6. Click Back to List to process a transaction for another member or click Main Menu to return to the Main Menu. Printing a Collections List Report As a manager, you may need to print a Collections List report to view a list of members who owe money to your facility. This report contains the member s name, date put into Collections, phone number, and amount due. Follow the steps below to print a Collections List report: 1. Click Collections from the Main Menu. 2. Select View list of customers/members in collections and then click Next. 3. Click Print Collections Report. 4. Click Print to print this report. 9

15 Members Scanning in while in Collections If a member in Collections status scans in at your facility, the Attendance Screen will ask the member to see a staff member and will display the member s name in red on the Attendance List (the list that displays the name and times of the members that scanned in today at the left side of the screen). To view a member s collection history, follow the steps below: 1. Click on the member s name in the Attendance List column to directly access the member s record. 2. Click Edit in the upper-right hand corner. 3. Click on the Accounts tab. 4. Click Customer Account from the list of member accounts on the left. Displays a history of the debits and credits on the member s customer account to review why the member is in Collections status. If you change the balance due date to a future date, the member will no longer be in Collections status. 5. Click Save when finished to exit the member s record. 10

16 Removing a Member from Collections There are only two ways to remove a member from Collections: 1. The member either pays the total account balance or the owner discounts it using the Owner Comp feature, or 2. You advance the due date for the customer account to a future date from the Accounts tab in the Members Records section. If the member does not pay by the advanced due date, the member will be put back into Collections status. Advance due date for the customer account balance here. 11

17 Membership Hold Version 3 allows an individual membership to be placed on hold for a variety of reasons, such as medical, travel, etc. This beneficial feature allows you to put only one membership on hold instead of all the memberships assigned to this member. Let us say that a member with a sprained ankle has a Check Draft membership (for a health club) and a Weight Loss Counseling membership. The Membership Hold feature allows you to place the Check Draft membership on Medical Hold while keeping the Weight Loss Counseling membership active. The member may not be able to workout with a sprained ankle but can still scan-in for Weight Loss Counseling. To place a membership on hold, follow the steps below: 1. Click Member Hold from the Main Menu. 2. Select the name of the member from the membership list, and the Add or Edit Membership Hold(s) screen appears: Past membership hold history is shown here. Refers to membership status. 3. Click on the membership you would like to place on hold (if the member has more than one membership) and then enter the start date, reactivation date, reason, and any notes you may have. 4. Click Save and a confirmation box appears displaying the membership details. Click OK to continue. 5. Click Cancel to place another membership on hold. 6. Click Back to Menu when finished. Members Scanning in while on Membership Hold If a member scans in to workout for a membership that has been placed on hold, the Attendance Screen displays a message asking the member to see a staff member. This member s name will also appear in red on the Attendance List which alerts you to pay extra attention to this member s record. NOTE: A member s name may also appear in red if the membership is Inactive or in Collections status. 12

18 You can click on the member s name in the Attendance List to access the member s record quickly, allowing you to review the record to find out why the member s name is appearing in red. While in the member s record, check the status of the membership in question to see if a hold status is in place. Details on the membership hold can be found by checking the Status History on the History tab. If you need to edit the membership hold details, you will need to access the Membership Hold section. Terminating a Membership Hold The igo Figure software automatically removes a membership from the Hold status on the reactivation date. You do have the option of terminating a membership hold, if necessary. For example, if a wrong membership has been put on hold for a member or if a member recovers from an injury earlier than expected. To terminate a membership hold, follow the steps below: 1. Click Member Hold from the Main Menu. 2. Click Terminate Hold. 3. Click Yes to confirm the termination. Notes Regarding Membership Hold: Placing a membership on hold does not extend the contract end date for that membership. The member will not be charged for the specific membership that is on hold. Version 3 moves the member s payment up to the following month if the membership is on hold on the date a payment is due. The software permanently suspends recurring payments for any memberships with scheduled payments. Payments will resume after the hold is terminated. Use the Member Report Wizard to create a report to show which memberships are in Hold status. 13

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20 Chapter 2: Products and Inventory 14

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22 Gifts and Promotions You may want to give away inventory items as gifts or promotions to your members. Version 3 generates an Owner Comp and Gift Certificate Sales report to track these items which assists you and the owner in knowing when the item was given away, to whom, how many were given, the receipt number, amount that was owner compensated, and the employee who gave it away. To give away an item in your inventory, follow the steps below: 1. Click Payments & Product Sales from the Main Menu. 2. Select a member from the customer list. Note: For non-members, click Non-Member Sale at the bottom-center of the screen and follow the steps below. 3. Click on the product that you would like to give away or click on Miscellaneous Sale Item for a product that is not listed. Click on a product to increase the quantity in the Shopping Cart section. Click the - to remove a product from the Shopping Cart section. 4. Click Next to continue to the Purchase Review screen. Comments entered here are printed on the receipt. 19

23 5. Click Next to proceed to the Checkout screen. 6. Click Owner Comp as the payment method. Enter the amount(s) of the products that you are giving away, and select an employee from the Sales Person drop-down menu: 7. Click Next to view the receipt and click Print to print it. 8. Click Back to List to process a transaction for another member. 9. Click Back to Menu when finished. Note: Logging gifts and promotions with Owner Comp as the payment method helps track your inventory levels. To remove any tax liability for an item that is given away (owner comp), you can click Change Tax to select a tax rate of 0%. This way the tax is not recorded on the Projection Sheet or the sales Tax Report. 20

24 Printing an Owner Comps & Gift Certificate Sales Report 1. Click Reports from the Main Menu. 2. Select Management Reports. 3. Select Owner Comp and Gift Certificate Sales from the Select a Report category. 4. Enter the appropriate password and click OK. 5. Select a date range and click OK. 6. Click Print to print this report. 7. Click Back to Menu to return to the Main Menu. Handling Inventory Version 3 gives you a wide range of options when dealing with product inventory, such as the ability to add items, track items, decide if an item is currently sold in your facility or not, and to be notified when your inventory reaches a specified level. To add a new item to your facility s inventory, follow these steps: 1. Click Inventory Management from the More Options Menu. 2. Enter the appropriate password and click OK. 3. Click Add New Item. 4. Enter the appropriate information. 5. Click Save. 6. Click Add New Item to add another item or Back to Menu to return to the More Options Menu. If you would like to be notified when this item reaches a certain level, select I want to track item quantity, enter the quantity you have of this item and then enter the quantity at which you would like to be notified. 21

25 Why entering this information is important? The Current Checkbox: If you are currently selling this item as a part of your inventory, you will need to keep this box checked. You can uncheck this box when you no longer want to sell this item (for example, if an item is discontinued or seasonal). Unchecking the Current box does not delete it from the inventory list in Inventory Management, but this item will not appear under Payments & Product Sales which means your employees will not be able to sell it to your members. Product Name: Choose something brief and descriptive, so that it is easy to determine exactly what you are selling. Description: Enter a description for the benefit of the employees at your facility. Tax Category: You can either select an existing category or create a new one using Add new tax category from the Tax Category drop-down menu. Tax Rate: The software displays the tax rate for the selected tax category. Price: Enter the price you would like to charge for this item. Version 3 handles the tax accordingly. Total: The igo Figure software automatically calculates the total amount using the tax category selected along with the price entered. I want to track item quantity: Select this option if you would like to keep track of your inventory quantities. Quantity: Enter the quantity you have of this particular item. Notify me when my inventory reaches this level: Check this box if you would like to be notified when your inventory is low. Enter the number at which you would like to be notified. This is particularly helpful in reordering your inventory. I do not want to track item quantity: Select this option if you do not want to keep track of your inventory quantities. 22

26 Chapter 3: Handling Employees 23

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28 Employee Information One of the major new responsibilities you will probably have as a manager is handling employees. Version 3 allows you more power, flexibility, and options while handling employee information. Entering New Employees Follow the steps below to enter a new employee: 1. Click Employee Records from the More Options Menu. 2. Enter the appropriate password and click OK. 3. Click Add New Employee. 4. Enter the necessary information for the new employee and then click Save. Assign a keytag number to your employee to clock-in and out. If your employee is also a member at your facility, the employee needs separate keytags, one to clock in/out for work and another to scan in/out for a workout. Editing Employee Information You may need to edit employee information from time to time due to a change of address, pay increase, or to correct information. To edit employee information, follow the steps below: 1. Click Employee Records from the More Options Menu. 2. Enter the appropriate password and click OK. 3. Select the employee for whom you wish to make a change. 4. Click Edit. Entering a pay rate for your employees allows the software to calculate gross pay for your employees based on the hours worked. 5. Make the necessary changes and click Save. 6. Click Back to List to edit more employees and then Back to Menu when finished. 24

29 Deleting an Employee s Information If an employee quits, is terminated or laid off, you may wish to delete the employee record. You will not be able to completely remove the employee s record from your database, but you can uncheck the Current box in the employee s record, which will remove the employee from the employees list in other sections of the program. Since the employee will be removed from your current employee list, no one will be able to accidentally select this member s name during a new membership sale or a product sale, but you will still be able to view this employee s general information, sales, no-sales, and work history, if needed. Reviewing an Employee s Work Hours One of your responsibilities as a manager may be to keep track of employee work history. To review an employee s work history, follow the steps below: 1. Click Employee Records from the More Options Menu. 2. Enter the appropriate password and click OK. 3. Click on the employee for whom you would like to view work history. 4. Click on the Work History tab to view dates and times this employee clocked in and out. Make sure to scroll down to view additional dates and times. Editing an Employee s Work Hours Another function you may be required to perform as a manager is to edit an employee s work hours. For example, if an employee arrives at 9:00 a.m., but forgets to clock in until 10:30 a.m., you have the ability to go into that employee s record to correct the time the employee arrived at your facility. 1. Click Employee Records from the More Options Menu. 2. Enter the appropriate password and click OK. 3. Click on the employee for whom you would like to edit work history. 4. Click on the Work History tab to view dates and times this employee clocked in and out. Make sure to scroll down to view additional dates and times. 5. Click Edit on the row on which you would like to make the change. 6. Click on the drop-down menu and a calendar appears. Select the correct date and time and then click OK. 7. Click OK when finished. 25

30 Adding Work Hours for an Employee If an employee completely forgets to clock-in and out on a certain day, you may need to add those hours for your employee. Below are the steps to assist you with this process: 1. Click Employee Records from the More Options Menu. 2. Enter the appropriate password and click OK. 3. Click on the employee for whom you would like to add work history. 4. Click on the Work History tab and then click Add New. 5. Enter the time in and out for the employee using the calendars in the drop-down menu and then click OK when finished. 6. Click Back to List to add hours for additional employees and then Back to Menu to return to the More Options Menu. Viewing an Employee s Sales You may want to see how many members an employee has signed up. The igo Figure software allows you to easily review sales information for your employees by following the steps below: 1. Click Employee Records from the More Options Menu. 2. Enter the appropriate password and click OK. 3. Click on the employee for whom you would like to view sales information. 4. Click on the Sales tab and you will be able to view any agreements and products sold by this employee. 5. Click Back to List to return to your employee list and then Back to Menu to return to the More Options Menu. Viewing an Employee s No-Sales It is important to review no-sale details for your employees for two reasons: 1. It may help you recognize if an employee needs additional training. 2. It gives you an opportunity to make follow-up calls to these no sales to see if you can convince them to return and join. Entering a reason is important so you can address the no sales reason for not joining when you make a follow-up call. Follow the steps below to view no sales entered by an employee: 1. Click Employee Records from the More Options Menu. 2. Enter the appropriate password and click OK. 3. Click on the employee for who you would like to view no-sale information. 4. Click on the No-Sales tab. 5. Use the search fields or the scroll bars to view no sales entered by this employee. 6. Click Back to List to return to your employee list and then Back to Menu to return to the More Options Menu. 26

31 Printing Employee Time Sheets As a manager, you may need to print employee time sheets for one or all of your employees. The steps below will assist you with this task: 1. Click Employee Records from the More Options Menu. 2. Enter the appropriate password and click OK. 3. Click Print Time Sheet. 4. Check off the employees for whom you would like to print a time sheet, and then select the correct date range. 5. Click View to preview the time sheets. 6. Click Print to print the time sheets. Note: Version 3 allows the owner or authorized person to decide whether an employee should be paid commissions for members that have a negative balance in their customer accounts. Meaning, the owner can pay an employee the commission for a new membership that was signed up, but was not paid in full or the owner has the option to wait until the membership is paid in full. 27

32 Chapter 4: Processing Payments 28

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34 Money Management As a manager, the owner of your facility may ask you to process financial transactions using the Money Management Wizard. 1. Click Money Management from the Main Menu. This gives you the option to access the Money Management Wizard, Failed Electronic Payments, Balances Due & Collections, and Sales History. Below is a brief description of the Money Management options: Money Management Wizard: This feature uses a wizard to walk you through processing your financial transactions including all payments received through Payments & Product Sales, and automatically generated recurring payments. These payments will accumulate over time until processed through this wizard. Failed Electronic Payments (for credit card and other electronic payment solutions integrated with the igo Figure software): This feature allows you to review and retry electronic payments which have previously failed. Balances Due & Collections: This feature allows you to review balances owed and items in collections. Sales History: This feature allows you to view and print a Sales History report which includes all of your sales transactions for the specified date range. 2. Click Money Management Wizard, and you will be asked to confirm the date you wish to process payments: Note: The date you see above is today s date by default but for your convenience you are now able to process your financial transactions for a future date using the Date drop-down menu. You may wish to use this feature if the person responsible for processing the facility s financial transactions is going on vacation. It is important to realize that once you advance the due date, this is a non-reversible process. 25

35 3. Click OK after choosing the correct date, and the All Sales, Payments & Dues screen appears: Note: All payments (credit card, cash, funds transfer, draft and even no account) are all consolidated into one screen instead of being divided into different tabs like in the previous versions of the igo Figure software (see below). Version Click Details to view totals for different payment methods or types of sales. 4. Click Next after checking off the item(s) you wish to process, and you are taken to the Options screen. Select one of the items in red to be processed and click Next. Bank Deposits, Credit Cards, and Electronic Funds Transfer only appear in red if there are payments you selected that fall into that category. 26

36 5. Click Next to continue with the wizard, and the Deposit Slip View screen appears displaying the selected payments. 6. Click Print to print this deposit ticket and then click Next to continue. If the feature in the igo Figure software for printing check drafts is enabled, these drafts will appear now and can be printed using check draft paper. Note: The deposit ticket only displays payments that are taken to the bank including checks, cash, drafts, but excluding credit card and other electronic payments. 7. Click Next to continue. Now, you will be asked you want whether to abort the your payments have been successfully processed process or not. and come back to 8. Click OK after making your choice. You are returned to the Options screen to process any remaining payments. Select the next payment type and then click Next. Click here if the deposit slip printed correctly and you wish to continue. Click here if for some reason print at a later time. Bank Deposits has a green check mark next to it indicating it is done. Credit Cards is selected indicating that they will be processed next. 9. Click Next to continue, and the selected credit card payments appear: 27

37 10. If you are using integrated credit card processing, click Process to complete these transactions. Note: If you do not have an integrated solution, you can print the credit card payment information using Print at the bottom of the screen. 11. Click Next on the processing screen. (This screen states whether the process was completed successfully or not.) 28

38 12. This screen displays if there were any errors with your credit card processing. Click either Skip or Next depending on whether you would like to address the errors now or later. 13. Click Next to return to the Options screen to process any EFT payments. 14. Click Next and your EFT/Direct Deposit payments appear: 15. If you are using integrated electronic funds transfer processing, click Process to complete these transactions. 29

39 16. This screen displays whether or not your transactions were completed successfully. Click Next to continue. 17. This screen displays if there were any errors. Click Skip or Next depending on whether or not you would like to address these errors at this time. 30

40 18. Once you have completed processing your payments, you are taken to the Transaction Summary Screen. Click Print if you would like to print the report or Export if you would like to save the report to an external file. 19. Click Next and then Done. This completes the Money Management Wizard. The Money Management Wizard makes it easy to process your financial transactions! 31

41 Money Management Wizard: Advanced Features There is an Advanced button in the Money Management Wizard which allows the owner or authorized user to comp a payment or send it to Collections. To remove payments from Money Management without depositing them, click Advanced. This button allows you to access the Owner Comp and Send to Collections features with the appropriate password. Owner Comp The Owner Comp (owner complimentary) feature is used when the business records a payment as being made but does not receive the funds for it. Once you owner comp the full amount of a payment, it is removed from the Money Management Wizard, displayed in the member s payment history, and recorded on the Projection Sheet as a negative adjustment. 1. Click Advanced from the Money Management Wizard. 2. Enter the appropriate password and click OK. 3. Check off the payments you would like to apply owner comp to. 4. Click Owner Comp. 5. Click OK to process owner compensation and remove the selected payment(s) from the Money Management Wizard. Send to Collections The Send to Collections feature allows the user or an authorized person to send a payment from the Money Management Wizard into Collections status. This means the user or authorized person can pay selected items with the customer s account, giving the member a negative balance in the customer account. 1. Click Advanced from the Money Management Wizard. 2. Enter the appropriate password and click OK. 3. Check off the payments you would like to send to Collections. 32

42 4. Click Send to Collections (which pays off the member s collection amount using the customer account as the payment method). 5. Enter the balance due date, select whether or not to inactivate the membership, and decide if you would like to charge a returned payment fee. 6. Click OK to remove the selected payment(s) from the Money Management Wizard. Refunds Version 3.0 allows you to issue a refund to a previously logged payment. If the payment has not been recorded through the Payments & Product Sales section, you will not be able to process that refund. You also have the ability to process a refund on individual items on a sale which contains multiple items. To process a refund, follow the steps below: 1. Click Refunds from the Main Menu to access the new Refunds feature. 2. Enter the appropriate password and click OK. 3. Select the member for whom you wish to issue a refund. 4. Choose the payment you wish to refund by clicking the button under the Select column. (To view the receipt for this refund, click on the specific row.) 33

43 5. Click Next to proceed to the Refund Review screen: Check the payment to be refunded. IMPORTANT: This box needs to be checked in order for your data to be recorded correctly. Comments entered here are printed on the receipt. 6. Click Next to continue to the Checkout screen. 7. Choose the payment method by which you wish to issue the refund and then type the refund amount. A refund can easily be issued to a member s customer account as well. 8. Click Next to continue. 9. Click Print to preview the Refund Receipt. 10. Click Print to print the receipt. 11. Click Back to List to process another refund and then click Main Menu to return to the Main Menu. Note: The refunded payment is recorded in red under the member s payment history. This refund amount also appears as a negative adjustment on the Projection Sheet. Processing Partial Refunds The refund feature allows you to process a refund for the total price of an item. If you wish to give a partial refund to a member, you may do so by adding the specific amount to the member s customer account through Payments & Product Sales. You can either leave the added amount as a positive balance in the member s customer account or you can cash out the partial refund amount by following the Payments & Products Sales feature. This new feature makes processing refunds easy! 34 igo Figure and igo are registered trademarks of Go Figure, Inc. in the United States and/or other countries.