Credit/Refund

Modified on Tue, 12 Aug at 11:45 AM

Issue: Incorrect charge on member invoice


If the invoice has not been paid >> Delete the charge and re-issue the invoice

If the invoice has been paid >> Issue a credit note


To issue a credit note:

  • Open the invoice

  • Select the line items to be refunded

  • Select Bulk Actions > Cancel/Credit items

  • Review the screen and confirm the credit amount

  • You can then choose how to handle the credit. For a small amount you can choose to automatically pay future invoices with the credit. Larger amounts can be refunded.

  • Send the invoiuce and crediut note to the member.

  • The credit will auto-apply to the next invoice.