Proper method to issue refund on membership
We have a customer that was overcharged on a membership. Our front desk person issued a "credit" on their account but the individual wants the money refunded on their account. First, what is the proper way to do this?
Is it by looking them up on the Data Entry side ---> Invoices & Payments ---> New Payment ---> refund and then swipe their card?
Second, what is the proper method to refund in this situation in the first place? For example do you need to issue a credit, then refund? Can this be done to a card on account?
Comments
Matt,
Issue the credit in Inv&Payments... possibly selecting the Monthly Dues product to classify it (if you care).
If the customer is standing right there, then yes the staff member can hit New Payment and swipe their card.
Alternately, once the credit is pending on their account a manager can go to Manage -> Billing -> Credit and select the customer and credit their credit card. Only credit cards can be credited this way, not ACH.
Hope this helps
Andy
Yes that works! Thanks
Matt
Is this how you would issue a cash refund as well?
Hello Heidi,
We now recommend all refunds are processed via the POS window. You can issue a refund using the RETURN button in POS. Then click Tender- you can issue cash/credit card or invoice the member's account if you have a billing relationship.
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