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Refunding Membership Charges

Refunding Membership Charges

  1. Access the Subscriptions Tab:

    • Navigate to Subscriptions Tab → Past Charges.

    • Note: This page may take a few minutes to load.

  2. Find the Customer's Charge:

    • Enter the customer's email and select them from the dropdown menu.

    • Locate the eligible charge and click "Refund" next to it.

  3. Verify Refund Eligibility:

    • A membership charge is refundable only if it has a blue "Transfer" box next to it on the client’s member page.

    • This can be viewed in the same area where credit is added in CMS.

  4. Handling Non-Refundable Charges:

    • If the charge does not have a blue "Transfer" box, a partial refund must be processed through Accounting.

    • CMS only allows full-charge refunds—if part of the credit has been used or returned, it cannot be refunded through CMS.

  5. Error Messages & Restrictions:

    • If you attempt to refund a charge that has been consumed, partially consumed, or already refunded, an error message will appear, and the refund will not be processed.

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