This article to guide you through refunding a credit balance to cash and written check.

 

Requirements - A Master Admin or staff type with the following permissions: 

• Prospect Management - Can access prospects
• Member Management - General - Can access member options
• Member Management : Payments Related - Can view member billing information
• Member Management : Payments Related - Can Adjust Invoices / Refunds

Accessing Payment History

 

To access this screen search and select a desired member. Click on the BILLING button to advance to the invoices.

Accessing Transaction Ledger

 

Clicking the BILLING button will take you to the invoices screen. Click the Transaction Ledger option. Select the button Issue Credit Balance Refund.

Issue A Credit Balance Refund

The maximum refund account of credit on account will populate, you can adjust the refund amount if desired. Select the method of refund which is either cash or a written check.  A written check means the check is being written by the club.  Add an optional note if desired. To complete the refund click the Log Refund button.

Refund Confirmation

The Log Refund button will advance you to a final confirmation screen. Click the OK button to complete the refund.