How to Refund an Invoice (Full or Partial Refund)

How to refund an invoice

Simple step-by-step guide for beginners

This guide explains how to:

1. Locate the invoice you want to refund

2. Make a full refund

3. Make a partial refund

 STEP 1 – Go to the member profile

1. Search for the member in the system

2. Open the Member Profile

 STEP 2 – Open the Memberships tab

• Go to the Memberships tab

• Here you will see all purchases and invoices linked to the member

 STEP 3 – Find and open the invoice

1. Locate the invoice you want to refund

2. Click the invoice to open it

 STEP 4 – Refund the invoice

At the top of the invoice, you will see four icons.

There are two refund options:

 A. Full refund

To refund the entire amount:

• Click the last icon (full refund)

The system will refund the full invoice amount automatically.

 B. Partial refund

To refund a smaller amount:

1. Click the three dots

2. Select Refund

3. Enter the amount you want to refund

Important:
You cannot refund more than the original invoice amount.

Click Confirm to complete the refund.

✔️ Done — the refund has now been processed.