Wiki source code of Refund Payment
Last modified by David Stadnyk on 2026/04/07 21:42
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1.1 | 1 | {{include reference="KBArticleHeader.WebHome"/}} |
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| 3 | = Refund Payment = | ||
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17.1 | 6 | = Processing a Member Refund = |
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1.1 | 7 | |
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17.1 | 8 | This article explains how to locate a member's invoice and process a refund against it. |
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1.1 | 9 | |
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17.1 | 10 | ---- |
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1.1 | 11 | |
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17.1 | 12 | == Navigating to the Invoice == |
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17.1 | 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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1.1 | 20 | |
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17.1 | 21 | ---- |
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1.1 | 22 | |
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17.1 | 23 | == Processing the Refund == |
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1.1 | 24 | |
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17.1 | 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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1.1 | 26 | |
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17.1 | 27 | === Step 1 – Refund Totals and Type === |
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17.1 | 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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1.1 | 30 | |
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17.1 | 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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1.1 | 34 | |
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17.1 | 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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17.1 | 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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1.1 | 38 | |
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17.1 | 39 | === Step 2 – Refund Method Type === |
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17.1 | 41 | Select the method through which the refund will be issued and complete any required fields. Available methods are: |
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17.1 | 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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1.1 | 50 | |
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17.1 | 51 | Click **Refund** to process, **Previous** to go back, or **Cancel** to exit. |
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| 54 | {{include reference="KBSupportCTA.WebHome"/}} |