- In a member's record locate the desired payment on the Billing tab.
- Click the in the Actions column for the payment you wish to refund.
- Click Create Refund.
- (Required) Enter Notes.
- 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.
- Click Done.
This process ensures that your accounts reflect the refund. You will now follow your business processes for refunding the member.