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Changes for page Refund Payment

Last modified by David Stadnyk on 2026/04/07 21:42
From version 17.1
edited by David Stadnyk
on 2026/04/07 21:42
Change comment: There is no comment for this version
To version 15.1
edited by Isaac Mejia
on 2025/12/15 16:28
Change comment: There is no comment for this version

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2 2  
3 3  = Refund Payment =
4 4  
5 +{{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}}
5 5  
6 -= Processing a Member Refund =
7 +* [[Invoices/Payments>>1616674929.html]]
7 7  
8 -This article explains how to locate a member's invoice and process a refund against it.
9 + Refund Payment
9 9  
10 -----
11 + Created by
12 + Cathy Beckstead, last modified on Nov 04, 2024
11 11  
12 -== Navigating to the Invoice ==
14 +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.
13 13  
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.
16 +**To Refund Payment:**
20 20  
21 -----
18 +Go into the invoice you want to refund. You can find invoices either from the **Member's Profile** or from **Manage Invoices**.
22 22  
23 -== Processing the Refund ==
20 +**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**.
24 24  
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.
22 +image:kb-2126020609-2126020630-1.png
23 + **Find invoice from Manage Invoices:**
26 26  
27 -=== Step 1 – Refund Totals and Type ===
25 +* Go to **Billing**
28 28  
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:
27 +image:kb-2126020609-2423291905-1.png
30 30  
31 -* **Item** – Refunds the item only.
32 -* **Payment** – Refunds the payment only.
33 -* **Item and Payment** – Refunds both the item and payment.
29 +* Enter Search Parameters and click Search.
34 34  
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.
31 +image:kb-2126020609-2126020624-1.png
36 36  
37 -Summary fields show **Total Paid to Principal**, **Balance Due**, and the calculated **Refund Amount**. Click **Next** to proceed or **Cancel** to exit.
33 +* Once in the invoice, click either the **Refund icon**, or on **Refund Item.**
38 38  
39 -=== Step 2 – Refund Method Type ===
35 +image:kb-2126020609-2126020621-1.png
40 40  
41 -Select the method through which the refund will be issued and complete any required fields. Available methods are:
37 +* 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.**
42 42  
43 -* **Cash**
44 -* **Check**
45 -* **Gift Certificate**
46 -* **Offline Credit Card**
47 -* **One-Time Credit Card**
48 -* **One-Time ACH Account**
49 -* **Terminal**
39 +* image:kb-2126020609-2125824006-1.png
50 50  
51 -Click **Refund** to process, **Previous** to go back, or **Cancel** to exit.
41 +* 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**.
52 52  
43 +* image:kb-2126020609-2125824021-1.png
53 53  
45 +* You will be prompted to confirm the refund. Click **OK.**
46 +
47 +* image:kb-2126020609-2125824014-1.pngYour refund is complete. Details of the refund will show at the bottom of the screen.
48 +
49 +image:kb-2126020609-2125824027-1.png
50 +
54 54  {{include reference="KBSupportCTA.WebHome"/}}
52 +