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                                How to Process a Refund

                                Modified on Thu, 24 Aug 2023 at 11:33 AM

                                Print

                                Club administrators with Level 2 or Level 5 access will be able to track payments made to your club via the 'Finance' module, within the 'Payments' grid. Within this area of GMS you will find a record of all payments made to your club. As a club administrator you may be required to refund a transaction to a member.

                                Refund function is dependent on whether your Club has funds to be settled that will cover the value of the refund amount.  If your Club has money due greater than the refund amount to be settled, then the button will be enabled for refund to be processed.  

                                 

                                Either under ‘Payments’ or ‘Product Orders’ you can process a refund by clicking on the ‘Reference’ under ‘Payments’ tab or ‘Order Reference’ under ‘Product Orders’ tab. To process a refund for an individual, follow the steps below via ‘Product Orders’:

                                 

                                • Under ‘Finance’ Module > go to ‘Product Orders’
                                • Select individual to refund by clicking on ‘Order Reference’ (or use right side filters to locate individual)
                                • Under the ‘Payment Information’ box check or tick the box for the correct transaction to refund
                                • Select the ‘Refund’ button which then should appear
                                • On the next screen enter a comment in the ‘Reason’ box for the refund and click on ‘Refund Payment’ button
                                • Confirm in the pop-up banner if you would like to ‘Archive’ the Membership
                                • The refund should be complete, and the ‘Payment Information’ box will now be updated to reflect this.

                                 









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                                • How To Create Membership Schemes
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