Issuing a Refund

What is it?

Refunds may be issued after payment has been submitted. This is useful if an event registrant cancels, if someone selects an incorrect dues option, or if a mistake has been made on the form.

How to Access

Navigate to Forms > Form List

Click Receipts under the form title

Issuing a Refund

When you find the receipt you want to edit in the list, click on the View icon next to the users name.

Once inside the receipt, you'll do two things:

1) First, in order to sync this refund up with your Revenue Account Report, edit the and uncheck the selections with money associated, then save.

2) Click on the Refund icon. In the pop-up window, enter up to the entire form total amount to refund to the user and click Submit.

Here's a video of that process.

Note: If you do NOT see the refund icon - different payment processors have differing limits on the amount of time allowed between the time of transaction, and the time of refund. This time will generally vary between 60 and 120 days, though you will need to check with your specific processor to verify their time limits. The LinkPoint processing service will only allow for a single refund to be entered for transactions run through their gateway.

Note: If you're using PayPal as your payment processor, Payflow Pro is the ONLY option that will allow you to issue a refund. You will need to issue the refund through your payment processor's website terminal.