You can refund a member part of their subscription fee, for example, if they have paid for a service they do not fully utilize or if they do not participate in the service for specific reasons.
To refund part of a paid amount:
- Select Service overview in the left-hand menu. Locate the service the member is enrolled in and click on it.
- Use the search box at the top find the member.
- Find the subscription to be cancelled in the service list on the right-hand side of the screen.
- Click the three-dots icon and select Remove subscription on the dropdown menu.
- In the dialog box that appears, select the subscription and configuration options:
- Remove from Group: Select this checkbox to remove the member from the group, preventing them from seeing schedules, events, and other group-related content.
- Manage invoice: Select this checkbox to access the invoice, where you can issue a full or partial refund, cancel the payment, or provide a discount.
- Admin comment: Enter an explanation for the action. This comment will only be visible to administrators within the system.
- Select Confirm and go to invoice to proceed.
- In the invoice under Method, verify that the payment was made by credit card. Click the three-dots icon next to the payment and select Refund payment.
- In the dialog box that opens, select Partial Refund and enter the amount to be refunded. Select Refund.
- The invoice will move to an Unpaid status. To finalise the invoice and mark it as paid, click the three-dots icon next to Unpaid - View invoice and select Add Payment.
- Select Cancellation as the transaction type and enter the remaining balance so that the total amount is 0.
- The invoice will now be marked as paid, and the process is complete.
RELATED ARTICLES
- Refunding one-time card payments
- Refunding and cancelling payments in a payment plan
- Refunding payable events
- Manually adding a discount to invoices
- Removing unpaid subscriptions
- Cancelling unpaid invoices
Keywords: refunds, cancellation, invoices, subscriptions