Last updated on April 07, 2026

Refund Payment

Processing a Member Refund

This article explains how to locate a member's invoice and process a refund against it.

Navigating to the Invoice

1. Go to Members in the left-hand navigation sidebar.
2. Search for the member using any of the available filter fields (e.g., First Name, Last Name, Member ID) and click Search.
3. Click on the member to open their profile.
4. Navigate to the Account tab, then select the Invoice History sub-tab.
5. Use the Start Date and End Date fields to filter the invoice list, then click Search.
6. Click the Invoice # of the invoice you wish to refund.

Processing the Refund

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.

Step 1 – Refund Totals and Type

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:

• Item – Refunds the item only.
• Payment – Refunds the payment only.
• Item and Payment – Refunds both the item and payment.

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.

Summary fields show Total Paid to Principal, Balance Due, and the calculated Refund Amount. Click Next to proceed or Cancel to exit.

Step 2 – Refund Method Type

Select the method through which the refund will be issued and complete any required fields. Available methods are:

• Cash
• Check
• Gift Certificate
• Offline Credit Card
• One-Time Credit Card
• One-Time ACH Account
• Terminal

Click Refund to process, Previous to go back, or Cancel to exit.