The Goal: Record a refund in GrowthZone for a cash, check, or outside-processor payment, then follow your business process to deliver the refund to the member.
Before You Begin:
- This process records the refund in GrowthZone to keep your accounts accurate. You must follow your organization's business processes separately to physically deliver the refund (e.g., cut a check or process it through your outside payment processor).
Record the Refund
- In the member's record, locate the desired payment on the Billing tab.
- Click the icon in the Actions column for the payment you wish to refund.
- Click Create Refund.
- Enter Notes (required).
- The full amount of the payment will be listed for a refund. If you wish to refund a partial amount, type the amount in the Refund Amount text box.
- Click Done.
This process ensures that your accounts accurately reflect the refund. You will now follow your business processes to physically refund the member (e.g., cut a check or process it through your outside payment processor).
Common Pitfalls
- GrowthZone records only — you still need to issue the refund: Recording the refund in GrowthZone does not automatically issue funds to the member. Always follow up with your actual refund delivery process (writing a check, manual processor refund, etc.).
- Notes are required: The Notes field must be completed before clicking Done.