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Home > Billing > Billing Functions > Refund a Cash/Check or Outside Processor Payment
Refund a Cash/Check or Outside Processor Payment
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  1. In a member's record locate the desired payment on the Billing tab.

  2. Click the    in the Actions column for the payment you wish to refund. 
  3. Click Create Refund.

  4. (Required) Enter Notes.
  5. The full amount of the payment will be listed to refund. If you wish to refund a partial amount, type in the amount you wish to refund in the Refund Amount text box.
  6. Click Done.


This process ensures that your accounts reflect the refund. You will now follow your business processes for refunding the member.


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