Wiki source code of Refund Payment

Version 16.1 by David Stadnyk on 2026/03/20 16:01

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1.1	1	{{include reference="KBArticleHeader.WebHome"/}}
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	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
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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.
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	12	To Refund Payment:
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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.
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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.
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16.1	18	[[image:kb-2126020609-2126020630-1.png]]
1.1	19	Find invoice from Manage Invoices:
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	21	* Go to Billing
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16.1	23	[[image:kb-2126020609-2423291905-1.png]]
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	25	* Enter Search Parameters and click Search.
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16.1	27	[[image:kb-2126020609-2126020624-1.png]]
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	29	* Once in the invoice, click either the Refund icon, or on Refund Item.
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16.1	31	[[image:kb-2126020609-2126020621-1.png]]
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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.
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16.1	35	* [[image:kb-2126020609-2125824006-1.png]]
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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.
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16.1	39	* [[image:kb-2126020609-2125824021-1.png]]
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	41	* You will be prompted to confirm the refund. Click OK.
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16.1	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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16.1	45	[[image:kb-2126020609-2125824027-1.png]]
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	47	{{include reference="KBSupportCTA.WebHome"/}}