This guide will show you how you can refund a client's sign-up fee or monthly/weekly/annual recurring fee for a Membership.
In this Article
Refunding a Membership Fee
To refund a sign-up fee or recurring fee, go to Manager > Sales, navigate to the date the fee was charged, and then select the sale.
The original sign-up fee will show the sale Item as the name of the Membership.
While recurring billing charges will appear as the Membership name, followed by 'recurring billing'.
Next, to refund, select Refund.
You can also use the Void button, which will immediately undo the original sale and refund the original payment in full. However, using the Refund button allows you to partially refund or refund to a different payment method, like cash, for example.
Other Items in the Sale
If there are other items in the sale that you do not wish to refund, you can remove them using 'x'.
Partial Refund
If you're looking to refund only part of the fee, you can do so by clicking the price and adjusting it. However, it is only possible to do this with the initial sign up fee. It is not possible to partially refund a recurring fee.
Completing the Refund
When you're ready to complete the refund, click Pay > Select the payment method to refund to > Complete Payment.
Adjusting the Remaining Benefits or Canceling the Membership
Refunding or voiding a fee will not automatically affect a membership's current balance or its status. These changes must be made manually.
Remaining Benefits Balance
If you need to adjust the current balance of a membership, go to Manager > Memberships > Client Memberships, then select the client's membership.
Scroll down to the Benefits section, then select each Current Balance to adjust it, and click Save to finish.
The Current Balance is for the current billing period, and will automatically reset to the membership's full benefit on the next billing date.
Canceling the Membership
If the client no longer wants the membership and wishes to cancel, go to Manager > Memberships > Client Memberships > Find their membership, check the box beside it, and select Cancel Membership.
If the membership needs to be restored in the future, you can do so by returning to this screen, checking the Cancelled filter, and using the Restore Membership button to reinstate it.