Refund an Account Balance

Modified on Fri, 31 Oct at 11:33 AM

Complete this process to refund a member account credit balance i.e. a cash (top-up) or house account.

Do not use this method to process a refund from a credit note created on an account - see instructions on how to Refund a Credit Note >

Step by Step Guide

Step 1 - Navigate to the Advanced Payment options page

Use the Quick Search feature on the main menu to navigate to the member record
Click on the Account Tab with the credit amount to be refunded
From the Account Action menu select +Payment. This action opens the Advance Payment options

Step 2 - Enter the refund payment details and create

Select the Payment Method from the menu options. This is the method used to pay the member from the club's bank account
Enter the Payment Date. This is the date the refund is paid to the member
Enter a Negative Value in the Pay Amount field i.e. -72.00
(Optional) add any Notes to the refund payment
Click the Refund $ button. This action creates the refund payment and redirects back to the member account page
(Optional) select the Email Payment Receipt or Print Payment Receipt option from the task bar