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3	3	= Refund Payment =
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5		- Refund Payment
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7		- Created by
8		- Cathy Beckstead, last modified on Nov 04, 2024
	6	+= Processing a Member Refund =
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10		-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.
	8	+This article explains how to locate a member's invoice and process a refund against it.
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12		-**To Refund Payment:**
	10	+----
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14		-Go into the invoice you want to refund. You can find invoices either from the **Member's Profile** or from **Manage Invoices**.
	12	+== Navigating to the Invoice ==
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16		-**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**.
	14	+1. Go to **Members** in the left-hand navigation sidebar.
	15	+1. Search for the member using any of the available filter fields (e.g., First Name, Last Name, Member ID) and click **Search**.
	16	+1. Click on the member to open their profile.
	17	+1. Navigate to the **Account** tab, then select the **Invoice History** sub-tab.
	18	+1. Use the **Start Date** and **End Date** fields to filter the invoice list, then click **Search**.
	19	+1. Click the **Invoice #** of the invoice you wish to refund.
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18		-[[image:kb-2126020609-2126020630-1.png]]
19		- **Find invoice from Manage Invoices:**
	21	+----
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21		-* Go to **Billing**
	23	+== Processing the Refund ==
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23		-[[image:kb-2126020609-2423291905-1.png]]
	25	+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.
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25		-* Enter Search Parameters and click Search.
	27	+=== Step 1 – Refund Totals and Type ===
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27		-[[image:kb-2126020609-2126020624-1.png]]
	29	+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:
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29		-* Once in the invoice, click either the **Refund icon**, or on **Refund Item.**
	31	+* **Item** – Refunds the item only.
	32	+* **Payment** – Refunds the payment only.
	33	+* **Item and Payment** – Refunds both the item and payment.
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31		-[[image:kb-2126020609-2126020621-1.png]]
	35	+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.
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33		-* 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.**
	37	+Summary fields show **Total Paid to Principal**, **Balance Due**, and the calculated **Refund Amount**. Click **Next** to proceed or **Cancel** to exit.
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35		-* [[image:kb-2126020609-2125824006-1.png]]
	39	+=== Step 2 – Refund Method Type ===
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37		-* 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**.
	41	+Select the method through which the refund will be issued and complete any required fields. Available methods are:
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39		-* [[image:kb-2126020609-2125824021-1.png]]
	43	+* **Cash**
	44	+* **Check**
	45	+* **Gift Certificate**
	46	+* **Offline Credit Card**
	47	+* **One-Time Credit Card**
	48	+* **One-Time ACH Account**
	49	+* **Terminal**
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41		-* You will be prompted to confirm the refund. Click **OK.**
	51	+Click **Refund** to process, **Previous** to go back, or **Cancel** to exit.
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43		-* [[image:kb-2126020609-2125824014-1.pngYour]] refund is complete. Details of the refund will show at the bottom of the screen.
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45		-[[image:kb-2126020609-2125824027-1.png]]
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