Changes for page Refund Payment

Last modified by David Stadnyk on 2026/04/07 21:42

From 14.1 to 15.1

From version 15.1

edited by Isaac Mejia
on 2025/12/15 16:28

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To version 17.1

edited by David Stadnyk
on 2026/04/07 21:42

Change comment: There is no comment for this version

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--XWiki.IsaacMejia
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  = Refund Payment =
--{{info}}KB: MSI Knowledgebase • Category: Payment Management • Source: [[https://membersolutions-9221154.hs-sites.com/kb/refund-payment_2126020609>>https://membersolutions-9221154.hs-sites.com/kb/refund-payment_2126020609]]{{/info}}
--*  [[Invoices/Payments>>1616674929.html]]
++= Processing a Member Refund =
--  Refund Payment
++This article explains how to locate a member's invoice and process a refund against it.
--     Created by
--     Cathy Beckstead, last modified on Nov 04, 2024
++----
--Use the Refund Item option to refund a payment on an invoice. Use Payment option only when you want to refund the money back to the member, but keep the invoice open and due.
++== Navigating to the Invoice ==
--**To Refund Payment:**
++1. Go to **Members** in the left-hand navigation sidebar.
++1. Search for the member using any of the available filter fields (e.g., First Name, Last Name, Member ID) and click **Search**.
++1. Click on the member to open their profile.
++1. Navigate to the **Account** tab, then select the **Invoice History** sub-tab.
++1. Use the **Start Date** and **End Date** fields to filter the invoice list, then click **Search**.
++1. Click the **Invoice #** of the invoice you wish to refund.
--Go into the invoice you want to refund.  You can find invoices either from the **Member's Profile** or from **Manage Invoices**.
++----
--**Find invoice from Member's Profile: ** Go to **Members **and search for the member.  Once on their Profile, click **Account>Invoice History**.  Click on the **Invoice number**.
++== Processing the Refund ==
--image:kb-2126020609-2126020630-1.png
-- **Find invoice from Manage Invoices:**
++Clicking the invoice number opens the standard invoice detail view, which includes the **Sales Receipt** panel at the bottom. From here, click **Refund Item** to open the two-step refund dialog.
--* Go to **Billing**
++=== Step 1 – Refund Totals and Type ===
--image:kb-2126020609-2423291905-1.png
++The original invoice items are displayed in a table. Set the **Count** field to the number of units to refund (required), then select a refund option:
--* Enter Search Parameters and click Search.
++* **Item** – Refunds the item only.
++* **Payment** – Refunds the payment only.
++* **Item and Payment** – Refunds both the item and payment.
--image:kb-2126020609-2126020624-1.png
++A **Refund Payment Without Sending to Merchant** checkbox is available when processing a payment refund. When checked, the refund is recorded in the system without sending the reversal to the payment processor.
--* Once in the invoice, click either the **Refund icon**, or on **Refund Item.**
++Summary fields show **Total Paid to Principal**, **Balance Due**, and the calculated **Refund Amount**. Click **Next** to proceed or **Cancel** to exit.
--image:kb-2126020609-2126020621-1.png
++=== Step 2 – Refund Method Type ===
--* Make sure **Refund Payment** is selected. Enter the amount to refund in the **Refund Amount** section. You can do a partial refund by entering less that the total payment. Click **Next.**
++Select the method through which the refund will be issued and complete any required fields. Available methods are:
--* image:kb-2126020609-2125824006-1.png
++* **Cash**
++* **Check**
++* **Gift Certificate**
++* **Offline Credit Card**
++* **One-Time Credit Card**
++* **One-Time ACH Account**
++* **Terminal**
--* On the next screen, choose how you want the payment to be refunded. Typically, you would refund the payment however it was processed. If Member Solutions processed it through billing, choose Member Solutions. If you process payments though a merchant account, choose the credit card on file. The click **Refund**.
++Click **Refund** to process, **Previous** to go back, or **Cancel** to exit.
--* image:kb-2126020609-2125824021-1.png
--* You will be prompted to confirm the refund. Click **OK.**
--
--* image:kb-2126020609-2125824014-1.pngYour refund is complete. Details of the refund will show at the bottom of the screen.
--
--image:kb-2126020609-2125824027-1.png
--
  {{include reference="KBSupportCTA.WebHome"/}}
--