Refunding Membership Charges
To refund a Zeelot membership charge, follow the steps listed below:
Membership Refund | Step 1
If a membership credit is refundable from our side, the credit will have a “transfer” button next to it in CMS. This means it is a full credit and it hasn’t been partially consumed, or consumed and refunded.
To refund, go to Subscriptions > Past Charges. Enter the email associated with the customers CMS profile and it will pull all their membership charges.
Membership Refund | Step 2
Click refund next to the charge you want to reverse.
Refunds take 5-7 business days and when the refund button is clicked, it goes back to the original form of payment. That might be deducted from purchased credit, that may go back to marketing credit or might be a combination of the two.
If you receive an error refunding a credit, it may have been charged and reversed, reapplied, or it might just be a bug. Reach out to T2 for confirmation. If a customer ends up with a purchased credit surplus on their account (Credit is there but is less than a full credit, so we can’t refund.)
We need to do an accounting review ticket to have Priscilla refund the partial credit. See Accounting Review Tickets for more.
Membership Refund | Step 3
Lastly send the “Membership Cancel w/ Refund” or “Zeelot Courtesy Refund” shortcut.
Double check your math and edit the shortcuts accordingly. Refunds take 5-7 business days.
If a customer says “Wait no! I need it to go back to this other card!!!” Please reach out to T2 immediately.