Refund an Advance Payment

Modified on Tue, 14 Aug 2018 at 02:07 PM

Refund a member's advance payments. This may be required if the member has resigned or changed their Membership Type to one with a lesser value.

Quick Steps

Create a new Charge Type in Config e.g. Member Refund

Search for Member
Select member's Account tab (XClub - Invoice tab)
Select create Invoice icon
- Delete any default charges that appear in the Invoice
- Type an invoice note i.e. reason for refund
Select the Add Charge icon (green/white plus sign)
Select the Charge Type Member Refund from the Type drop menu
- Add a Charge note i.e. refund
Enter the Amount to be refunded
Select OK
Select Create invoice

From the member Account tab, select the invoice you just created
Click your mouse in the Advance Payment field to open the Advance Payment window
Select the Payment to apply to the Member Refund invoice
Select OK

Select Yes to apply the Advance Payment to the invoice