To delete a payment that was made manually or by credit card, you must follow the following procedure:
In the ‘Transaction’ tab, click on the transaction line to be refunded
Click on the ‘Action’ button and then ‘Refund’
Indicate the amount to be refunded
The maximum amount to refund will be written in blue under the amount box
It is not possible to refund more than the amount indicated
Enter the payment method for the refund
Credit card (only if the member paid with this method)
Cheque
Cash
Manual Interac e-transfer
External payment (payment from an external terminal)
Offline credit (when applying credit from an external terminal)
Note: if you select ‘Credit Card’ when the member has paid manually, the amount to be refunded will be at $0.00.
Enter an internal note (only visible to administrators)
Enter an external note (visible to the customer in the refund email and in the list of transactions in ‘My Account’)
Click on ‘Refund’
The system will ask you if you want to cancel the items related to this transaction (member registration or other items purchased by the member)
If you wish to cancel the registration or other item, click on ‘Cancel Items’
If you do not want to cancel the registration or the item, click on ‘Close’.
Note: If you click on close, the member's registration will not be cancelled. If you wish to cancel the member's registration after the refund, please refer to the ‘Cancel Registration’ documentation.
If you click on ‘Cancel Items’, you must select the registration or item to be cancelled
The system will then ask you the reason for the refund
Click on ‘Proceed’
The registration or other item will be highlighted in red in the member's profile:
Canceled item that will be displayed in the member's ‘Transaction’ tab
Cancelled registration that will be displayed in the member's ‘Registration’ tab
In the member's ‘Transaction’ tab, a refund section will be added
