Refund a Credit Note

Complete this process to refund a credit note with an outstanding credit balance.

To refund an account balance i.e. house account, see instructions on how to Refund an Account Balance >

Example: a member paid full subscription fees at the start of the membership period but did not use their membership for an extended time due to injury. Subsequently a credit note was created for the period of absence. This member is unable to continue their membership for the next membership period and now requires a refund.

Step by Step Guide

Step 1 - Navigate to the refund payment page 

• Use the Quick Search feature on the main menu to navigate to the member record
• Click on the Account Tab that has the outstanding credit note to be refunded
• From the Credit Note Action menu options select Pay Refund. This action opens the Refund payment page

Step 2 - Enter the refund details and save

• Enter the Amount to refund in the To Refund Field
• Tick the Refund check box
• Select the Refund Method. This is the method used to pay the refund
• Enter the Refund Date. The date the refund is paid
• (Optional) add any Notes
• Click the Refund button. This action redirects back to the member account - use the Refund Action to select Email Payment Receipt or Print Payment from the menu options