Refunding a Membership

Before Starting

If a member wants to receive a refund of their membership fee, this can be done online through the software.

This video explains how to do it:

Simply follow the steps:

1. Go to Forms & Campaigns : Memberships
2. Click on the Members icon of the campaign the person is a member of.
3. Click on the detail icon of the person (which resembles an eye on the right of their name).
4. Click on the refund all button or the refund This Sale button beside the membership you wish to refund if there are several of them.
5. You'll have a pop-up box allowing you to fill in the reason for refunding this membership. Don't worry; this message will not be sent to the member. Next, don't forget to click on  Refund.

 The refund will be automatically processed: the amount due will be transferred from your online account to the person's bank account without you needing to intervene!