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Wiki source code of Refund Payment

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