Refund of a member

Owned by Annick Chiasson
Last updated: Oct 24, 2024 by Kim Thomas
3 min read

 

Important: if a member is merged and has not yet been refunded by his organization, the previous organization will be able to refund the member. However, the member's name will be the one under his new profile.

 

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

Note: It is impossible to refund a member within 48 hours of the payment transaction for Paysafe credit card refunds. The system does not allow refunds until the batch is closed.

 

 

  • 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 for credit from an external terminal)

 

Note: if you select Credit Card when the member has paid manually, the amount to be refunded will be $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.

 

 

  • 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:

    • Cancelled 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.

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